Victoria Shackley is a CFP-designated registered investment advisor at Signaturefd, LLC, based in Atlanta, GA, with 23 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,833 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
A client must generally place a minimum of $2 million of assets under SignatureFD's management. Additionally, there is a minimum annual fee of $15,000 ($3,750 each quarter). Clients are also subject to an administrative fee equal to 0.10% on an annualized basis for all unmanaged alternative investments that are advised and reported on. Registrant, in its discretion, may charge a lesser asset under management fee, charge a flat fee, waive its fee entirely, waive the minimum fee, or charge a fee on a different interval.
Fee Estimator
Location
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
Criminal
October 1989Employment History
Current Registrations
Signaturefd, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Goldman, Sachs & CO.Broker
State Registrations1 state
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.