Signal Research Group manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, businesses, and retirement plans. Signal Research Group builds diversified portfolios using low-cost mutual funds, exchange-traded funds, and individual stocks and bonds based on each client's risk tolerance and financial situation. Signal Research Group also offers signal provider services for other investment advisors and retirement plan consulting. Signal Research Group acts legally required to act in your best interest as a registered investment advisor.
Assets Under Management$18M
Clients104
Advisors1
Avg. per Client$180K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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