Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Signature Estate & Investment Advisors is registered with the SEC as an investment adviser (CRD #108163, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $10,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Signature Estate & Investment Advisors at a glance
| Fact | What Signature Estate & Investment Advisors’ own pages say |
|---|---|
| Legal entity | Signature Estate & Investment Advisors, LLC |
| Registration | Signature Estate & Investment Advisors, LLC is registered with the SEC as an investment adviser (CRD #108163, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $10,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Signature Estate & Investment Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Signature Estate & Investment Advisors’ own fee schedule charges
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 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”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $10,000 |
| $1,000,000 | $20,000 |
| $2,000,000 | $40,000 |
See the full breakdown, including how the figure is calculated, on Signature Estate & Investment Advisors’ own fee page.
Registration
Signature Estate & Investment Advisors, LLC is registered with the SEC as an investment adviser (CRD #108163, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Signature Estate & Investment Advisors.
What it costs to leave
Signature Estate & Investment Advisors, LLC’s Form ADV Part 2A states “For Investment Management, On-Going financial planning and Investment Consulting, services will continue until either party terminates the Engagement Agreement on immediate written notice.” Signature Estate & Investment Advisors, LLC names 2 possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Brokerage Services LLC discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Signature Estate & Investment Advisors covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #108163, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/108163
Methodology. This page was built September 28, 2026, drawing directly on Signature Estate & Investment Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Signature Estate & Investment Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Signature Estate & Investment Advisors’ own Form ADV Part 2A and Form CRS. We have not used Signature Estate & Investment Advisors as a client. Signature Estate & Investment Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.