James Sturgis is a CFP-designated registered investment advisor at Signaturefd, LLC, based in Atlanta, GA, with 16 years of industry experience. James 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
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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 →Employment History
Current Registrations
Signaturefd, LLC
Previous Registrations
Homrich Berg
Solidus Wealth Mangement
Northwestern Mutual Investment Services,llc
Suntrust Investment Services, INC.
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.