Aakash Panchal is a registered investment advisor at Signaturefd, LLC, based in Dallas, TX. Aakash 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
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Signaturefd, LLC
State Registrations1 state
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