Signal Wealth offers an investment management platform to independent registered investment advisors (RIAs) and provides investment management services to its own direct clients. The platform gives advisors access to custodians, model portfolios, third-party money managers, and asset allocation services. Signal Wealth manages advisory accounts on a discretionary basis, allocating assets among various investment types based on the client's stated investment objectives. Signal Wealth IARs determine the client's objectives, time horizons, risk tolerance, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.