Signature Resources Capital Management (SRCM) is a fee-only firm offering investment management and financial planning to individuals, families, and retirement plans. SRCM creates customized investment strategies based on client goals and risk tolerance, primarily using mutual funds and ETFs. SRCM also offers financial planning services covering retirement, estate, and tax planning. SRCM does not offer proprietary products, aiming to provide objective advice.
Fee Structure
Signature Resources Capital Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the amount they manage. SRCM may also charge a program fee for accounts under $250,000, in addition to the standard investment management fee. These fees are negotiable.