Signal Research Group LLC
Assets Under Management
$16.4M
Number of Clients
107
Number of Advisors
1
Average Client AUM
$154K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SRG offers asset management, sub-advisory services, signal provider services, retirement plan advisory, and financial planning. They use model strategies based on client risk tolerance, rebalancing periodically. Their investment approach is primarily long-term focused, using technical and charting analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
For asset management, you'll pay a percentage of your assets under management. The first $250,000 is billed at 1.50%, the next $750,000 at 1.20%, and anything over $1,000,000 at 0.80%. Sub-advisory fees range from 0.30% to 0.70% annually. Financial planning is offered on an hourly basis ($150-$300/hour, $300 minimum) or a fixed fee (up to $5,000). A minimum account size of $100,000 is generally required.
Areas of Practice
Location
1603 E 19th Street, Suite 103, Edmond, OK, 73013