Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
343 clients
Average Client Portfolio
$662K average
Assets Under Management
$227.1M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M1.50%
$1M+1.25%

Fees are negotiable at the sole discretion of Signature.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is involved with Signature Advisors Group, Signature Financial Services, and Signature Brokerage Services, Ltd. He is also an outside board member and treasurer for the Franklin News Foundation, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
First Heartland Capital, INC.Broker
August 2001 - Present · 24 yrs 5 mos
Signature Financial Services, Ltd
November 1998 - Present · 27 yrs 2 mos
Previous Registrations
Marquis Financial Services, INC.Broker
July 1998 - August 2001 · 3 yrs 1 mo
MML Investors Services, INC. Broker
December 1988 - June 1998 · 9 yrs 6 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.