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Ivan Singleton

Signal Securities, INC.
41 Years of Experience
Fort Worth, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ivan Singleton is a registered investment advisor at Signal Securities, INC., based in Fort Worth, TX, with 41 years of industry experience. Ivan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M in assets under management.

Signal Securities, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,137 clients
Average Client Portfolio
$597K average
Assets Under Management
$679.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.00%
$25K - $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.00%
$1M+0.75%

Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.

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

Location

700 Throckmorton Street, Fort Worth, TX, 76102

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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.
Regulatory
September 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ivan is a sole proprietor engaged in fixed insurance sales. This activity requires minimal time.

Employment History
Current Registrations
Signal Securities, INC.
November 1988 - Present · 37 yrs 11 mos
Signal Securities, INC.Broker
November 1988 - Present · 37 yrs 11 mos
Signal Securities, INC.
November 1988 - Present · 37 yrs 11 mos
Previous Registrations
T.L. Smith SecuritiesBroker
January 1995 - August 1995 · 7 mos
Vautrain Nelson Lefevre, Endsley and Durham, INC.Broker
November 1987 - October 1989 · 1 yr 11 mos
Tree Securities CorporationBroker
November 1984 - January 1988 · 3 yrs 2 mos
State Registrations37 states
ALARAZCACOFLGAIDILINKSKYLAMAMDMEMIMNMOMSNCNENJNMNVNYOHOKORPASCSDTXUTVAWAWI
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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