Signature Wealth Management Group

Wealth Management Firm in Atlanta, GA

Firm Info
Address: 3625 Cumberland Blvd SE Suite 1485, Atlanta, GA 30339, USA
Phone: (678) 932-2500

Firm Size
Assets Under Management: $337.8 million
# of Advisors: 5
# of Clients: 1,201
Client to Advisor Ratio: 240:1
Average Account Size: $281,257
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

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

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


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

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Signature Wealth Management Group LLC Overview

Signature Wealth Management Group LLC is a fee-based registered investment advisory firm that provides valuable investment advice to its clients. Founded in 2017, the company has its headquarters in Atlanta, GA, and has proved itself to be a prominent player in the industry. As an investment advice only firm, Signature Wealth Management Group offers comprehensive financial planning services that cater to the investment needs of individuals and small businesses alike. The firm's portfolio management services are personalized, ensuring that each client's specific needs and goals are met. The company manages portfolios for businesses or institutional clients, ensuring the highest level of precision and professionalism. Signature Wealth Management Group also offers pension consulting services, ensuring that organizations can have the right investment plan to ensure their employees' future financial stability. Overall, Signature Wealth Management Group LLC is a top-tier registered investment advisory firm in the industry delivering unparalleled portfolio management, financial planning, and pension consulting services to its clients. The company's fee-based structure emphasizes transparent and honest communication, ensuring that clients receive quality service that is worth every penny.

Signature Wealth Management Group LLC is a financial advisory firm that provides top-notch services to different types of clients. These clients include individuals who seek professional guidance on managing their personal finances. The firm also caters to high net worth individuals who have complex financial needs and require specialized attention to manage their wealth effectively. Furthermore, Signature Wealth Management Group LLC has expertise in serving retirement plans, foundations, endowments, and other institutions with investment management solutions. When it comes to fees, Signature Wealth Management Group LLC offers different structures depending on the type of services provided. One of the fee models that the firm uses is the percentage of assets under management (AUM). This model entails charging clients a percentage of the total assets that the firm manages on their behalf. The firm's AUM fee structure is designed to align clients' interests with the performance of their investment portfolios. The other fee structure that Signature Wealth Management Group LLC offers is fixed fees. This fee structure involves charging clients a flat rate for specific services that the firm provides. This model is beneficial to clients who have relatively simple financial needs and require less attention from the firm. Signature Wealth Management Group LLC's flexible and transparent fee structures allow clients to choose the most suitable option that meets their individual requirements.

Typical Clients, Fee Structures & Investment Minimum

According to SIGNATURE WEALTH MANAGEMENT GROUP LLC's Part 2 Brochure, the minimum portfolio value eligible for conventional investment advisory services is $100,000. However, there may be exceptions to this minimum investment requirement. It is important to note that the annual minimum fee charged by the firm is $1,250.

How This Office Can Help Atlanta, GA Residents

Signature Wealth Management Group assists clients in Atlanta, GA by providing personalized financial solutions that are tailored to their specific needs. With years of experience in the industry, their team of financial experts focuses on creating comprehensive financial plans that enable clients to achieve their goals. They offer a variety of services, including investment portfolio management, retirement planning, estate planning, tax planning, and risk management. Their team works closely with clients to ensure they have a solid understanding of their financial situation so they can make informed decisions about their future. Living in Atlanta, GA, clients may face a number of financial situations, such as managing debt, saving for retirement, or planning for their children's education. They may also own a business or have a complex estate that requires specialized planning. Signature Wealth Management Group has the expertise to help clients navigate these challenges and achieve their financial objectives. With a focus on building long-term relationships, their team is committed to providing the highest level of service to their clients in Atlanta, GA and beyond.

To view the Minimum Investment and Fee Schedule for Signature Wealth Management Group LLC, visit their Part 2 Brochure.

Services Offered by Signature Wealth Management Group 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 Signature Wealth Management Group 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 3625 Cumberland Blvd SE Suite 1485, Atlanta, GA 30339, USA
Phone (678) 932-2500
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Signature Wealth Management Group LLC is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Signature Wealth Management Group LLC does not have any disclosures. Please visit it's Form ADV for more details.