SignatureFD, LLC is a wealth management firm offering comprehensive financial planning and investment management services. SignatureFD helps clients design personalized financial strategies covering retirement, tax planning, estate planning, and insurance needs. The firm primarily constructs diversified long-term portfolios using a mix of exchange-traded funds, mutual funds, individual securities, private investment funds, and third-party managers. In addition to core wealth management, SignatureFD offers standalone consulting, retirement plan management, and specialized private placement life insurance strategies through its AutographFD division. SignatureFD works primarily with high-net-worth individuals, families, business entities, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable and may vary based on complexity, anticipated future assets, or other factors.