Signaturefd, LLC

CRD#112758
Investment Advisor Firm

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Learn more about Signaturefd, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Signaturefd, LLC operates as a financial advisory firm headquartered in Atlanta, Georgia. The firm oversees $6.1 billion in assets throughout 9,057 customer accounts, making it one of the biggest firms in the United States by assets under management (AUM). Signaturefd, LLC has an average-sized group, including 39 financial advisors. Signaturefd, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, options and stocks.

    Signaturefd, LLC manages more than half of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring client consent. The company also has 736 non-discretionary accounts with a total of $576.7 million in assets. The advisory firm administers roughly $678,677 for each customer account. The typical advisor at Signaturefd, LLC administers around 232 client accounts.

    Signaturefd, LLC's headquarters is located at 1230 Peachtree Street, Ne, Atlanta, Georgia 30309. It is legally allowed to provide services to customers throughout 31 U.S. states and territories.

    Assets Under Management

    $6.1 billion

    Number of Advisors

    39

    Disclosures

    No

    Office Location

    1230 Peachtree Street, Ne
    Atlanta, GA 30309

    Signaturefd, LLC by the Numbers

    Total Assets Under Management

    $6.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    99

    National Average: 64
    Total Number of Accounts

    9,057

    National Average: 375,227
    Average Account Size

    $678.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Signaturefd, LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the last financial year, it provided 1000 of its clients with financial planning services. It is involved in selling products or offering services other than investment advisory services to its clients. The firm is affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice typically are based on which service is provided. However, fees charged by the firm likely include the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Signaturefd, LLC manages money for a number of different investors. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans and charitable organizations. Out of its 9,057 customers, Signaturefd, LLC's largest client type by number of accounts is high net worth investors, although it also manages money for 1,066 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 63.26%
    • Other Individuals - 35.67%
    • Corporations - 0.77%
    • Charitable Organizations - 0.3%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Signaturefd, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Signaturefd, LLC

    Clara Parris
    Atlanta, GA
    James Sturgis
    Atlanta, GA
    James Tally
    Atlanta, GA
    Cameron Craig
    Atlanta, GA
    Elizabeth Dipaolo
    Atlanta, GA
    James Loyd
    Atlanta, GA
    Mckenna Law
    Atlanta, GA
    James Yost
    Atlanta, GA
    Caitlin Hochstetler
    Atlanta, GA

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