| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable at the sole discretion of Signature.
Fees for investment advisory and management services are calculated as a percentage of assets under management. The maximum annual fee schedule is 2.0% for accounts less than $250,000, 1.5% for accounts between $250,001 and $1,000,000, and 1.25% for accounts greater than $1,000,000. Fees are negotiable. There is also an Investment Management Fee of up to 0.20% of AUM. A minimum per account value of $5,000 is required.
855 East Golf Road, Suite 2128, Arlington Hights, IL, 60005
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Timothy is involved with three entities: Signature Advisors Group Ltd. (investment related), Signature Brokerage Services Ltd. (traditional insurance products), and Signature Financial Services Ltd. (investment advisory services).