Signature Investment Advisors, LLC
Assets Under Management
$5.7B
Number of Clients
7,107
Number of Advisors
10
Average Client AUM
$807K
AUM per Advisor
$573.3M
Compensation
Fee-Only (AUM)
About This Firm
Signature Investment Advisors, LLC (SIA) offers investment management services through Signature Elite, Signature Allocation Series, and Signature Targeted Strategies. SIA uses a six-step investment management process to assist clients with their financial goals. SIA may recommend stocks, bonds, mutual funds, ETFs, and other investments. SIA also provides seminar services.
Fee Structure
Fees for investment management services are calculated as a percentage of assets under management and are negotiable based on the client's objectives, complexity of the investment plan, and types of assets held. The specific fee will be stated in the Engagement Agreement. Fees are payable quarterly in arrears. The recommended minimum household portfolio size is generally $250,000 for Equity/Blended portfolios and $500,000 for Fixed-Income portfolios.
Areas of Practice
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067-5040