Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $2,000,000 for a Wealth Management Services engagement. SignatureFD’s own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, SignatureFD’s own published fee schedule works out to $20,000 a year.
The minimum, in the firm’s own words
“A client must generally place a minimum of $2 million of assets under SignatureFD’s management for a wealth management engagement. Additionally, SignatureFD imposes a minimum annual fee of $15,000 for its wealth management Services ($3,750 each quarter).”
On waivability: “For certain clients, SignatureFD has agreed to waive or reduce the minimum fee for a certain period of time. Those agreements are memorialized in the Financial Design Agreement.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| a Wealth Management Services engagement | $2,000,000 | $20,000 | Partially, at the firm’s discretion |
| Source: SignatureFD, LLC ADV Part 2A, Firm Brochure, March 30, 2026 | |||
SignatureFD’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $15,000 |
| $500,000 | $15,000 |
| $1,000,000 | $15,000 |
| $2,000,000 | $20,000 |
What else to know
Because the $2,000,000 account minimum already produces a $20,000 annual fee under SignatureFD’s own schedule, above its separate $15,000 minimum annual fee, the fee floor does not change the figure shown here; it would only bind for an account SignatureFD accepted below its stated minimum.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, SignatureFD’s own published fee schedule runs $15,000 a year; see the full dollar breakdown from SignatureFD’s own fee disclosure across several account sizes. Read our full review of SignatureFD 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 SignatureFD, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- SignatureFD, LLC ADV Part 2A, Firm Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030980
- SEC Investment Adviser Public Disclosure, SignatureFD, LLC (CRD #112758): https://adviserinfo.sec.gov/firm/summary/112758
- SignatureFD, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/112758/PDF/112758.pdf
Methodology. This page was built September 28, 2026, quoting directly from SignatureFD’s 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.