Signature FA, located in Houston, Texas, offers investment supervisory services, individual portfolio management, manager of managers program, pension consulting, and financial planning. For investment management, Signature FA develops a client's personal investment policy and manages a portfolio based on that policy. For the Manager of Managers program, Signature FA selects registered investment advisors based on the client's needs. Pension consulting services are offered to pension, profit sharing, 401(k), 403(b), 457 or similar plans, as well as individuals, trusts, estates and charitable organizations. Financial planning services are offered for both comprehensive and modular plans.
Fee Structure
Signature FA offers investment supervisory services and individual portfolio management. The annual fees range from 0.40% to 1.50% of the value of your portfolio. A minimum of $250,000 is required for this service, but this may be negotiable. Signature FA also offers a Manager of Managers program where they select other investment advisors to manage client assets. In this program, Signature FA is paid by the selected asset manager, with fees typically ranging from 0.40% to 1.50%, depending on the size of the account. The client should review the independent investment advisor's brochure for a complete description of the fee arrangement.