Jacob Kasperski
Jacob Kasperski is a registered investment advisor at A Smarter Way to Invest, based in Brighton, MI, with 4 years of industry experience. Jacob 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
1024 E. Grand River Ave, Suite B, Brighton, MI, 48116
Get directionsHistory
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
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.
Employment History
Current Registrations
A Smarter Way to Invest
Simplyria Advisor Network
State Registrations1 state
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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