SignalUp Wealth offers investment management services where they manage client portfolios based on their goals and risk tolerance. They may also hire sub-advisors to manage portions of client assets. SignalUp also provides financial planning services, including full financial plans and consulting on individual financial topics. They work with individuals, high net worth individuals, and businesses.
Assets Under Management$11M
Clients41
Advisors1
Avg. per Client$280K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable. Clients may pay additional fees not to exceed 1% if SignalUp uses a sub-advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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