Signature Financial Services provides professional portfolio management and financial planning for individuals, high-net-worth clients, pensions, and businesses. Operating since 1998, Signature Financial Services offers both discretionary and non-discretionary investment management using modern portfolio theory, model portfolios, mutual funds, exchange-traded funds, and individual securities. The firm participates in several institutional programs, including the SEI Asset Allocation Program and SEI Managed Account Program, as well as wrap fee programs. Financial planning services cover retirement planning, cash flow analysis, tax planning, estate planning, education goals, and investment asset allocation. Signature Financial Services specializes in working with individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable at the discretion of Signature Financial Services. Wrap fee programs may include an additional management fee up to 0.20%, and integrated managed accounts add 0.10% on the equity portion.