Ronald Briggs
Ronald Briggs is a registered investment advisor at A Smarter Way to Invest, based in Bonita Springs, FL, with 15 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally calculated as a percentage of assets up to 1.00% annually and are negotiable based on service structure, scope, and total assets committed.
Fee Estimator
Location
Bonita Springs, FL
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Regulatory 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
Ronald operates Briggs Financial Group Wealth Advisors as a DBA for investment advisory services. He is also the Founder, CEO, and Chief Investment Strategist for A Smarter Way to Invest, Inc. and an independent insurance agent for fixed life and annuity products, dedicating minimal time to this.
Employment History
Current Registrations
A Smarter Way to Invest
Simplyria Advisor Network
Previous Registrations
Peace of Mind Wealth Management
A Smarter Way to Invest, INC.
Retirement Wealth Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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