Signature Resources provides ongoing investment management services based on your financial situation, investment goals, and risk tolerance. They monitor your accounts and provide advice on buying, selling, or holding investments. Signature Resources primarily advises on mutual funds, ETFs, exchange-listed securities, corporate debt, certificates of deposit, municipal securities, and U.S. government securities.
Assets Under Management$84M
Clients40
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...