Jarod Sweetland
Jarod Sweetland is a PFS-designated registered investment advisor at Signal Securities, INC., based in Fort Worth, TX, with 1 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M 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 $25K | 2.00% |
| $25K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.
Fee Estimator
Location
Fort Worth, TX
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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
Signal Securities, INC.
Previous Registrations
Cetera Investment Advisers LLC
Avantax Advisory Services
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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