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 (RIA) firms, providing access to proprietary dynamic and actively managed investment models and allocations. ASWTI acts as a Third-Party Investment Advisor (TPIA) and does not provide direct-to-consumer advisory services. Services include TAMP, SMA, and Signal Provider services.
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
Location
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116