SignatureFD

Retirement Planning Firm in Fulton County, GA

Firm Info
Address: 1230 Peachtree St NE, Atlanta, GA 30309, USA
Phone: (404) 253-7600

Firm Size
Assets Under Management: $6.1 billion
# of Advisors: 39
# of Clients: 7,954
Client to Advisor Ratio: 204:1
Average Account Size: $772,436
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Signaturefd, LLC Overview

SignatureFD, LLC is a fee-only registered investment advisory firm based in Atlanta, GA. The firm has been providing financial planning and investment advice since 2001, making it a well-established and experienced player in the industry. SignatureFD specializes in portfolio management for individuals and small businesses, as well as pooled investment vehicles and institutional clients. In addition to investment management, SignatureFD also offers a range of other services, including pension consulting and selection of other advisors. They are an insurance broker/agent, providing a full range of insurance products to their clients. Their fee-only structure means that they do not receive any commissions or compensation from product sales, which is a key factor in ensuring that their advice is objective and unbiased. At SignatureFD, their goal is to help clients achieve their financial goals and gain peace of mind through comprehensive financial planning and investment management services. With a focus on personalized service and a team-based approach, SignatureFD strives to build long-term relationships with their clients based on trust, transparency, and a commitment to putting their clients' interests first.

SignatureFD, LLC provides financial planning services to a diverse range of clients. The firm caters to individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, and charitable organizations. The clients of SignatureFD span multiple industries and come from various backgrounds. With their expertise in financial planning, SignatureFD ensures that its clients receive personalized financial solutions matching their specific needs. SignatureFD, LLC offers flexible fee structures depending on the service provided. The firm provides financial planning services on an hourly basis, fixed fees or as a percentage of assets under management (AUM). The fee structures offered allows clients to choose the one that suits their needs the best. An hourly rate fee allows clients to pay for the time spent by SignatureFD's advisors, with the fixed fee option providing a clear understanding of the fee for a particular service. The percentage of AUM fee is charged as a percentage of the client's total assets under management. The fee structures available ensure that SignatureFD remains committed to providing the best value to its clients.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for a wealth management engagement with SIGNATUREFD, LLC is $2 million. However, the advisory fee schedule does not differ between investment management only and wealth management engagement. If an investment management only client wants financial planning and related consulting services, the firm can provide those services on a separate fee basis.

How This Office Can Help Fulton County, GA Residents

SignatureFD is a wealth management firm that serves clients in Fulton County, GA, and specializes in working with high-net-worth individuals and families. The experienced team at SignatureFD assists clients with creating customized financial plans that align with their unique goals and objectives. They provide comprehensive financial planning services that address retirement planning, investment management, tax planning, estate planning, and risk management. Fulton County residents face various financial situations. The county is home to many affluent communities, and SignatureFD is well-equipped to serve the financial planning needs of these individuals. Clients in Fulton County may be facing complex financial challenges such as managing significant wealth, navigating tax laws, and preserving their legacy. SignatureFD takes a personalized approach to address these challenges by working closely with clients to understand their individual needs, objectives, and risk tolerance. Their wealth management strategies are designed to help clients achieve long-term financial success while minimizing risks and maximizing opportunities.

To view the Minimum Investment and Fee Schedule for Signaturefd, LLC, visit their Part 2 Brochure.

Services Offered by Signaturefd, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Signaturefd, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1230 Peachtree St NE, Atlanta, GA 30309, USA
Phone (404) 253-7600
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Signaturefd, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Minnesota
  • Nevada
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington

Disciplinary History

Signaturefd, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs