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Updated September 28, 2026. Quick answer: Signature Estate & Investment Advisors discloses a maximum, individually negotiated rate of 2.0% in its Form ADV Part 2A (Investment Advisor Brochure) (September 14, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (Investment Advisor Brochure) (September 14, 2026): “The advisory fee a client pays will not exceed the maximum rate of 2.0% as stated in the client’s Engagement Agreement and shown in the fee grid. … Though the actual fee for any portfolio is negotiated based on the unique objectives of each client, the complexity of the investment plan, types of assets held in the account, and other factors, the table below shows the fee range”
Note: Item 5’s ‘Equity/Blended’ portfolio table gives negotiated ranges by tier (e.g. 0.90%-1.50% at $250k-$999,999) not independently computable to a single figure; the only stated single number for the core Investment Management service is the hard ceiling of 2.0%, used here. SEIA’s own range table implies typical negotiated rates well below this ceiling.
The published maximum: 2.0% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $20,000 | 2.00% |
| $2,000,000 | $40,000 | 2.00% |
SEIA’s own fee-range table (0.90%-1.50% at these balances) shows typical negotiated pricing well below its stated ceiling, but does not publish a single discrete figure; the brochure’s only unconditional number for its core Investment Management service is the hard ceiling the fee ‘will not exceed,’ 2.0%, which is what is priced here. Treat these figures as SEIA’s disclosed maximum, not typical pricing.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Signature Estate & Investment Advisors’s own published maximum rate runs up to $10,000 a year.
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- Form ADV Part 2A (Investment Advisor Brochure) (September 14, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057762
- SEC Investment Adviser Public Disclosure, Signature Estate & Investment Advisors, LLC (CRD #108163): https://adviserinfo.sec.gov/firm/summary/108163
- Signature Estate & Investment Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/108163/PDF/108163.pdf
Methodology. This page was built September 28, 2026, drawing on Signature Estate & Investment Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Signature Estate & Investment Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Is Signature Estate & Investment Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Signature Estate & Investment Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Signature Estate & Investment Advisors against other options? See Signature Estate & Investment Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.