A Smarter Way To Invest, Inc. is a related adviser based in Brighton. It manages $54.86 million of regulatory assets for 1,011 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Michigan.
A Smarter Way To Invest provides portfolio management for individuals and small businesses and money manager for other ria firms. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of A Smarter Way To Invest, Inc. is $54.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay A Smarter Way To Invest, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of A Smarter Way To Invest is individuals with 655 clients and $51.43 million of assets under management. Among the 7 most similar advisory firms, A Smarter Way To Invest has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $51.43 million for 655 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
A Smarter Way To Invest doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where A Smarter Way To Invest, Inc. performs its advisory services is located at 1024 E. Grand River Ave, Brighton, MI 48116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 810-588-6178 or by fax 810-227-2558. The normal business hours are 8:30am - 4:30pm et on Monday - Friday. You can find more information about the New York firm at asmarterwaytoinvest.com.