SignalUp Wealth manages investment portfolios and provides financial planning and consulting services for individuals, high net worth individuals, and businesses. SignalUp Wealth offers discretionary portfolio management, incorporating personalized investment strategies, asset allocation, and ongoing monitoring. When appropriate, SignalUp Wealth may hire sub-advisors to manage all or a portion of client assets. In addition to portfolio management, SignalUp Wealth offers comprehensive financial planning covering retirement strategies, cash flow analysis, risk management, tax reduction strategies, and estate preservation, as well as hourly consulting for specific topics. SignalUp Wealth also provides retirement plan consulting services for qualified plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable. When using sub-advisors, clients pay additional fees not to exceed 1%.