Assets Under Management
$227.1M
Number of Clients
343
Number of Advisors
12
Average Client AUM
$662K
AUM per Advisor
$18.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Signature Financial Services provides personalized asset management services through IARs, who offer continuous monitoring of client accounts. Fees are based on a percentage of assets under management and are negotiable. The firm manages investments for other clients and strives to allocate investment opportunities equitably.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005