SignatureFD provides ongoing investment management and financial planning services. They may also provide consulting services on a stand-alone basis. SignatureFD may recommend other professionals for implementation purposes, but clients are not obligated to use them. SignatureFD also provides investment advisory services to retirement plans. They use a third-party platform to manage held-away accounts. SignatureFD is a licensed insurance agency and may recommend insurance products. They also manage private investment funds. Clients are responsible for notifying SignatureFD of any changes in their financial situation or investment objectives.
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.