How does the advisor help clients – Key Takeaways:
SIGNATUREFD, LLC is a team of financial experts dedicated to providing personalized financial services and guidance to clients. With a deep understanding of the ever-changing financial landscape, the advisors at SIGNATUREFD, LLC help clients navigate their financial journey and reach their goals. Here are the key takeaways on how the advisor helps clients:
- Personalized financial services & solutions
- Expertise in a range of financial areas
- Holistic approach to wealth management
- Continuous monitoring and adjustments
Facts and Insights:
Founded in 2002, SIGNATUREFD, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and has been providing financial services for over 19 years. The firm has a team of over 60 advisors who collectively manage assets worth over $4 billion for clients. Here are some other insights about SIGNATUREFD, LLC:
- Over 4,000 clients
- Offices in 7 states across the US
- Experience in wealth management, financial planning, and investment management
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4 billion | Over 60 | 19 years |
Financial Services Offered:
SIGNATUREFD, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Wealth Management
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
- Business Planning
Client Types:
The advisors at SIGNATUREFD, LLC work with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Entrepreneurs
- Professionals
- Families and multi-generational households
Fees & Compensation:
SIGNATUREFD, LLC operates on a fee-based compensation model, which means the firm charges a percentage of the assets under management as a fee for their services. This aligns the interests of the advisor with the clients, as the advisor’s compensation is directly linked to the performance of the client’s investments. The firm may also charge a flat fee for financial planning services, depending on the client’s needs and complexity of their financial situation.
Background:
Founded by CEO and Chief Investment Officer, Heather Locus, and President and Chief Operating Officer, Angela Furubotten-LaRosee, SIGNATUREFD, LLC has grown to become a highly reputable financial advisory firm. The advisors at SIGNATUREFD, LLC have a collective experience of over 300 years in the financial industry, which enables them to provide expert guidance and solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SIGNATUREFD, LLC is required to abide by the fiduciary standard of care, which means they are legally obligated to act in the best interest of their clients. The firm has a clean disciplinary record, with no legal or regulatory actions against them. They also have no reported conflicts of interest that could potentially harm their clients’ financial well-being.