RB
RB

Ronald Briggs

6 Years of Experience
Brighton, MI
Sells Insurance

Ronald Briggs is a registered investment advisor at A Smarter Way to Invest, based in Brighton, MI, with 6 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
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$150.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald is the Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. He dedicates nearly full-time hours to this role.

Employment History
Current Registrations
A Smarter Way to Invest
March 2024 - Present · 2 yrs 7 mos
Simplyria Advisor Network
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
August 2019 - January 2021 · 1 yr 5 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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