Stephen Sheets is a CFA-designated registered investment advisor at Signaturefd, LLC, based in Atlanta, GA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,913 clients with $9.7B 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% |
Fees are negotiable and may vary based on complexity, anticipated future assets, or other factors.
Fee Estimator
Location
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a member of Jones Family Limited Partnership, LLC, which owns a family beach house, and spends minimal time on it. He also has passive ownership in Sheets Smith Wealth Management and VT Acquisition Partners, spending minimal time on each.
Employment History
Current Registrations
Signaturefd, LLC
Previous Registrations
Signaturefd, LLC
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.
Exams
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