A Smarter Way to Invest provides investment advisory services primarily to other registered investment advisors and retirement plan fiduciaries rather than directly to individual retail investors. The company offers model portfolios, investment strategies, and related allocation guidance known as Smarter Way Strategies. Its services include sub-advisory and separately managed account services where the firm manages specific model sleeves, turnkey asset management program services that provide technology, billing support, and portfolio reporting, and signal provider services that supply trade notices for advisors to execute. Additionally, the firm provides investment advisory services for qualified retirement plans, including serving as a fiduciary selecting and monitoring plan investments. The firm manages assets through platforms like Charles Schwab & Co. and offers strategies designed around various risk profiles using exchange-traded funds, mutual funds, and individual securities. The firm is owned by Ronald J. Briggs Jr.
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.