Signature Intelligent Portfolios (SIP) provides an online investment management solution. SIP uses an online questionnaire to determine your investment objectives and risk tolerance, then selects a model portfolio. SIP offers its services through Schwab Intelligent Portfolios and Fidelity's Automated Managed Platform. SIP monitors and manages your portfolio on an ongoing basis. Regular internet access is required to use SIP's services.
Assets Under Management$11M
Clients161
AdvisorsN/A
Avg. per Client$65K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.50% annual fee for Schwab Intelligent Portfolios platform. 0.65% annual fee for Fidelity Automated Managed Platform, which includes access to eMoney.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.