Signature Resources offers ongoing investment management services, providing continuous supervision over client accounts. They manage accounts based on the client's financial situation, investment objectives, and risk tolerance. Signature Resources provides advice on various investments, including mutual funds, ETFs, and individual securities. Clients can impose reasonable restrictions on their accounts. Signature Resources may manage investments for other clients and may give them advice or take actions for them or for their personal accounts that is different from the advice provided to you, or actions taken for you.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.