Signalpoint Asset Management LLC
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Learn more about Signalpoint Asset Management LLC
Overview
Signalpoint Asset Management LLC is a financial advisory company that has its headquarters in Springfield, Missouri. Signalpoint Asset Management LLC manages $441.0 million in assets over 1,471 client accounts, making it one of the larger firms in the nation by assets under management (AUM). The firm has a small team, including 7 financial advisors. Signalpoint Asset Management LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, options and stocks.
Signalpoint Asset Management LLC manages most of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring the customer's authorization. Signalpoint Asset Management LLC also administers 18 non-discretionary accounts totaling $7.6 million in assets under management. The advisory firm's average account size is $299,808. The average financial advisor at Signalpoint Asset Management LLC administers around 210 client accounts.
Signalpoint Asset Management LLC's headquarters is located at 1201 E. Walnut Street, Springfield, Missouri 65802. The company is legally permitted to serve clients across 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Signalpoint Asset Management LLC by the Numbers
$441.0 million
7
1,471
$299.8 thousand
Products and Services
Signalpoint Asset Management LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Notably, it did not provide any of its clients with financial planning services in the last financial year. The firm does not sell products or offer services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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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.
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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.
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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.
Other Services
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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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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on the type of financial services provided. However, fee types billed by Signalpoint Asset Management LLC most likely consist of any blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Signalpoint Asset Management LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with retail investors, high net worth investors and corporations. Out of its 1,471 accounts, Signalpoint Asset Management LLC's biggest client type is retail investors, but it also serves 130 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 23.68%
- Other Individuals - 75.23%
- Corporations - 1.09%
- Charitable Organizations - 0%
* 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
Signalpoint Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Signalpoint Asset Management LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Matthews, NC
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