Signal Research Group LLC

Assets Under Management

$16.4M

Number of Clients

107

Number of Advisors

1

Average Client AUM

$154K

AUM per Advisor

$16.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Signal Research Group, LLC (SRG) offers asset management services using model strategies based on client risk tolerance. They also provide financial planning services, either as part of asset management or separately. SRG may recommend unaffiliated money managers. They also offer signal provider services to other investment advisors.

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.20%
$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
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

1603 E 19th Street, Suite 103, Edmond, OK, 73013

1 Advisors at this firm