Signature Intelligent Portfolios, LLC
Assets Under Management
$10.5M
Number of Clients
161
Number of Advisors
2
Average Client AUM
$65K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)
About This Firm
Signature Intelligent Portfolios (SIP) provides an online investment management solution through Schwab Intelligent Portfolios® and Fidelity's Automated Managed Platform (AMP). SIP uses online questionnaires to determine client's investment objectives and risk tolerance, then selects a corresponding model portfolio. SIP monitors and manages the portfolio on an ongoing basis.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.50% |
Schwab Intelligent Portfolios® platform fee. The fee for Fidelity Automated Managed Platform is 0.65% (65 bps), which includes access to eMoney.
Fee Estimator
SIP charges an annual advisory fee based on the assets managed, including cash balances and accrued interest. The fees are non-negotiable and payable quarterly in arrears. The fee for Schwab Intelligent Portfolios® is 0.50% (50 bps). The fee for Fidelity Automated Managed Platform is 0.65% (65 bps), which includes access to eMoney. Clients also pay the ongoing expenses of the mutual funds or ETFs within their portfolio.
Areas of Practice
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067