A Smarter Way to Invest, INC.

Assets Under Management

$112.2M

Number of Clients

Not reported

Number of Advisors

5

Average Client AUM

N/A

AUM per Advisor

$22.4M

Compensation

Fee-Only (AUM)

About This Firm

A Smarter Way To Invest, Inc. (ASWTI) offers investment advisory services to Registered Investment Advisor Firms (RIAs) at an institutional level. ASWTI provides proprietary dynamic and actively managed investment models & allocations (SWS) that RIAs can use to assist with their clients' asset management needs. ASWTI does not provide direct to consumer advisory services.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

5 Advisors at this firm

A Smarter Way To Invest, Inc. | TrueAdvisor