Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASWTI provides investment management services to RIAs, and is compensated based on assets under management. The maximum fee structure charged for SMA sub-advisory services is 1.00% and may vary depending on a variety of factors and considerations, including but not limited to, level of service needs of the RIA or Client, total AUM of Client, and/or total AUM committed to ASWTI for services by RIA. Fees are negotiable. For RIAs participating in the ASWTI Signal Provider Services, the fees are traditionally charged as either a flat monthly or quarterly rate, or charged as a basis point of the total RIA AUM anticipated to utilize and be influenced by the signals, subject to a base minimum annual fee amount. These signal provider fees are negotiable.
Areas of Practice
Advisor Information
Office location
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is a Portfolio Manager at Entry Point Advisor Network, a service provider for insurance agents and investment advisors. He dedicates nearly full-time hours to this role, all during securities trading hours.