Robert Keilin

Signal Financial Planning manages investment portfolios for a fee based on the value of your account. The fee is calculated as a percentage of your assets and billed quarterly, in advance. There are two fee schedules:

• Mutual Fund and ETF Portfolios:

  • $1 - $499,999: 0.70% per year
  • $500,000 - $999,999: 0.65% per year
  • $1,000,000 - $1,499,999: 0.60% per year
  • $1,500,000 - $1,999,999: 0.55% per year
  • $2,000,000 - $2,499,999: 0.50% per year
  • $2,500,000 and above: 0.45% per year
  • Maximum annual charge not to exceed $15,000.

• Individual Equity and Fixed Income Portfolios:

  • $1 - $499,999: 0.95% per year
  • $500,000 - $999,999: 0.90% per year
  • $1,000,000 - $1,499,999: 0.85% per year
  • $1,500,000 - $1,999,999: 0.80% per year
  • $2,000,000 - $2,499,999: 0.75% per year
  • $2,500,000 and above: 0.70% per year
  • Maximum annual charge not to exceed $25,000.