Signature Resources Capital Management is a registered investment advisor headquartered in Newport Beach, California, offering investment management, retirement planning, and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm uses a global target risk strategy, primarily utilizing mutual funds and exchange-traded funds, and manages portfolios on a discretionary basis tailored to each client's risk tolerance and financial goals. Signature Resources Capital Management operates as a fee-only firm, though certain personnel maintain insurance licenses and may earn commissions on recommended insurance or brokerage products separate from advisory fees, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. Additional program fees apply for accounts under $250,000 ranging from 0.10% to 0.30%.