Signature Resources Capital Management, LLC
Assets Under Management
$227.6M
Number of Clients
357
Number of Advisors
11
Average Client AUM
$637K
AUM per Advisor
$20.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Signature Resources Capital Management, LLC (SRCM) offers investment advisory and management solutions, including financial, retirement, and estate planning services, to retail investors. SRCM also provides Retirement Plan Services. Investment decisions are guided by client objectives and risk tolerance, utilizing investment models customizable to specific client situations.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | N/A |
| $250K - $500K | N/A |
| $500K - $1.0M | N/A |
| $1M+ | N/A |
Fee schedule is negotiable based on a number of factors including but not limited to: “grandfathered” accounts, related accounts, types of investments managed and other structures that we consider in special situations. We also manage some family, client and related accounts without charge. We reserve the right to change the annual advisory fee schedule listed above at any time. Lower fees for comparable services may be available from other sources.
Fee Estimator
Investment management fees are based on a percentage of assets under management. SRCM may charge a program fee for accounts under $250,000, in addition to the standard investment management fee. Fees are negotiable based on factors like account size and investment types. Financial planning and consulting services are offered at $350 per hour or a fixed fee ranging from $500 to $7,500, based on complexity. Retirement Plan Services fees are negotiable. SRCM requires a minimum of $250,000 to establish a new investment management account, but this may be reduced or waived at SRCM's discretion.
Areas of Practice
Location
120 Newport Center Dr, Suite 100, Newport Beach, CA, 92660