Signature Financial Services provides professional advice and management for investment portfolios on a discretionary or non-discretionary basis. They also offer financial planning services, including education goals, retirement planning, estate planning, and income tax planning. Signature participates in wrap fee programs and manages investments within those programs.
Assets Under Management$230M
Clients343
Advisors12
Avg. per Client$660K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. In addition to the Investment Advisor Fee, the maximum firm Investment Management Fee is 0.20% (20bps) of total assets under management (AUM) for the Independent Fund Model Program (WRAP).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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