Signal Research Group (SRG) offers investment advice and financial planning services to individuals, high net worth individuals, businesses, and retirement plans. SRG manages investments using model strategies based on client risk tolerance, primarily using low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks. SRG also provides financial planning services covering investment, retirement, education, and insurance needs. SRG may recommend unaffiliated money managers and is compensated for referring clients to retirement plan advisors.
Assets Under Management$18M
Clients104
Advisors1
Avg. per Client$180K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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