Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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
Advisor Information
Office location
Chicago, IL
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is involved with James B Szal & Co-Accounting Services, Signature Financial Services, LTD as an investment advisor representative, and Signature Brokerage Services, LTD as an insurance broker. She also owns The SLS Office LLC, an office building rental property.