Signature Financial Services, Ltd
Assets Under Management
$227.1M
Number of Clients
343
Number of Advisors
12
Average Client AUM
$662K
AUM per Advisor
$18.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Signature Financial Services, Ltd. offers personalized asset management services through IARs, providing continuous monitoring of client accounts. IARs actively manage accounts based on financial situations, investment objectives, and risk tolerance, with discretionary authority over various investment products. Fees are negotiable.
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
Location
855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005