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ChFC

Elizabeth Emr

Signature Wealth Management Partners, LLC
45 Years of Experience
Montvale, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Elizabeth Emr is a ChFC-designated registered investment advisor at Signature Wealth Management Partners, LLC, based in Montvale, NJ, with 45 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 432 clients with $450M in assets under management.

Signature Wealth Management Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
432 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$454.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.5M1.00%
$1.5M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $8.0M0.65%
$8.0M - $10.0M0.50%
$10.0M - $12.0M0.46%
$12.0M - $15.0M0.43%
$15.0M - $18.0M0.40%
$18M+0.38%

Fees are negotiable based on anticipated future earning capacity, asset amount, account composition, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 Chestnut Ridge Road, Suite 1160, Montvale, NJ, 07645

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elizabeth is a member of EMR Management, LLC for accounting and tax purposes, dedicating minimal time. She is also an insurance agent selling life, disability, and long-term care insurance, spending a few hours per week. Finally, Elizabeth is a Managing Member and Wealth Advisor at Signature Wealth Management Partners, LLC, a registered investment advisor, dedicating full-time hours.

Employment History
Current Registrations
Signature Wealth Management Partners, LLC
October 2018 - Present · 8 yrs
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
LPL Financial LLC
June 2002 - September 2018 · 16 yrs 3 mos
LPL Financial LLCBroker
September 1998 - September 2018 · 20 yrs
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
June 1990 - October 1998 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
June 1990 - October 1998 · 8 yrs 4 mos
Gruntal & CO. IncorporatedBroker
April 1988 - July 1990 · 2 yrs 3 mos
Philips, Appel & Walden, INC.Broker
November 1987 - April 1988 · 5 mos
Investors Associates, INC.Broker
September 1982 - November 1987 · 5 yrs 2 mos
Massachusetts Mutual Life Insurance CompanyBroker
April 1982 - July 1983 · 1 yr 3 mos
Cardell & Associates, IncorporatedBroker
August 1981 - August 1982 · 1 yr
State Registrations10 states
AZCAFLMANCNHNJNYPASC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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