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Learn more about Signaturefd, LLC
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
Number of Advisors
Signaturefd, LLC by the Numbers
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
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
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.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
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.
Offered by 69% of firms
Percentage of AssetsShow 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
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 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.
Find one of the 1% of firms that offer this fee type
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
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
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
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
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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Signaturefd, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Signaturefd, LLC
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