Manuel Gonzalez
Manuel Gonzalez is a registered investment advisor at Signature Equity Partners, LLC, based in Broadview Heights, OH, with 19 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
9150 South Hills Blvd, Suite 200, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2024Other Business ActivitiesSells Insurance
Manuel conducts investment and insurance business through Signature Financial Group, LLC, dedicating nearly full-time hours. He also sells fixed annuities and non-variable insurance through Signature Financial Group, is a member/owner of MM Financial Group selling home and auto insurance, and is an Investment Advisor Representative with Signature Equity Partners, LLC, spending about half his time on this.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations9 states
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.