Smarter And Wise
Smarter And Wise (CRD# 325719) is a financial advisory firm headquartered in , . They manage $4,100,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Smarter And Wise
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts38ACCOUNTS
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Average Account Value$107,895
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX
Financial Advisors at Smarter And Wise
1
Lorie Scheibel (CRD# 5600255) is an Investment Advisor Representative working at Smarter And Wise in Crownsville, MD and has over 15 years of experience in the finance industry.
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