Signature Intelligent Portfolios, LLC

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Assets Under Management

$10.5M

Number of Clients

161

Number of Advisors

Average Client AUM

$65K

AUM per Advisor

$5.3M

Compensation

Fee-Only (AUM)

About This Firm

Signature Intelligent Portfolios (SIP) provides an automated online investment management solution through Schwab and Fidelity platforms. SIP uses an online questionnaire to determine client's investment objectives and risk tolerance, then selects a corresponding model portfolio. SIP monitors and manages the portfolio on an ongoing basis.

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

2 Advisors at this firm

CFP