| 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 Heights, 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 →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.