Smarter Way Wealth offers personalized financial planning covering retirement, education, taxes, estate planning, and cash flow analysis. Smarter Way Wealth provides non-discretionary investment recommendations using exchange-traded funds, mutual funds, and alternative investments, leaving final trading decisions to the client. Clients maintain their own brokerage accounts, and Smarter Way Wealth operates on a flat monthly fee basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Smarter Way Wealth charges a flat fee of $100 per month for continuous financial planning and investment guidance, billed monthly in arrears.
Annual Retainer:$1,200/year
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