Signal Tree Financial Partners offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Signal Tree creates customized investment strategies based on your goals, risk tolerance, and financial situation, using investments like mutual funds, ETFs, stocks, and bonds. They also offer financial planning services covering areas like retirement, education, and insurance needs. Signal Tree may refer clients to other professionals like accountants or attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Certain Clients may be offered a fixed fee which includes both investment management and financial planning services. The fixed fee ranges up to $100,000 per year based on the complexity of the services to be provided.