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Updated September 28, 2026. Quick answer: It depends which strategy you pick: SEIA’s Investment Management and AssetMark Platform programs runs from $100,000 to $500,000, depending on the specific strategy or model portfolio. At the $100,000 low end, Signature Estate & Investment Advisors’ own fee schedule works out to $2,000 a year; strategies at the high end require substantially more.
For a closer look at this firm: Is Signature Estate and Investment Advisors a Fiduciary? and Signature Estate and Investment Advisors Alternatives.
The minimum, in the firm’s own words
“SEIA generally requires a minimum of $100,000 of investable assets for participation in the AssetMark Platform, though this minimum may be waived at SEIA’s discretion. … For Investment Management (“Equity/Blended” portfolios), the recommended minimum Household Portfolio (aggregate of all accounts in the same household) size to establish is generally $250,000. … For Investment Management (“Fixed-Income” portfolios), the recommended minimum Household Portfolio (aggregate of all accounts in the same household) size to establish is generally $500,000. … For Investment Consulting the recommended minimum is $350,000, however, smaller portfolios may be opened or maintained at the discretion of SEIA.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| SEIA’s Investment Management and AssetMark Platform programs (lowest-minimum strategy) | $100,000 | $2,000 | Partially, at the firm’s discretion |
| SEIA’s Investment Management and AssetMark Platform programs (highest-minimum strategy) | $500,000 | Varies by strategy | Partially, at the firm’s discretion |
| Source: Form ADV Part 2A (Investment Advisor Brochure), September 14, 2026 | |||
Signature Estate & Investment Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
What else to know
SEIA discloses a different recommended minimum per program: $100,000 (AssetMark), $250,000 (Equity/Blended household portfolio), $500,000 (Fixed-Income household portfolio), and $350,000 (Investment Consulting, waivable at SEIA’s discretion). Retirement Plan Consulting has an explicit no-minimum statement: “There are no minimum conditions (account size or fee) for clients retaining Retirement Plan Consulting.”
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Signature Estate & Investment Advisors’ own published fee schedule runs up to $10,000 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Signature Estate & Investment Advisors’ own fee disclosure across several account sizes. Read our full review of Signature Estate & Investment Advisors before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Signature Estate & Investment Advisors, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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, quoting directly from Signature Estate & Investment Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.