Signify Wealth offers investment management services, either directly or through third-party managers in managed account programs. They help clients develop investment programs based on their financial situation and goals. Financial planning services, including risk management, tax, retirement, estate, and debt management planning, are available to investment management clients at no additional cost upon request. Signify Wealth also sponsors special purpose vehicles (SPVs) for qualified investors.
Assets Under Management$360M
Clients114
Advisors4
Avg. per Client$3.2M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For client directed investments, Signify Wealth charges 0.50% of the investment value.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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