Signature Resources Capital Management Fees & Minimum

Overview

Headquarters: Newport Beach, CA
Total Firm Assets: $304 million
Average High-Net-Worth Client Portfolio Size: $2.3 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: 2026-10-16 SIGNATURE RESOURCES CAPITAL MANAGEMENT FORM ADV PART 2A (2026-10-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 67.31%
Number of High-Net-Worth Clients: 90
Total Client Accounts: 891
Discretionary Accounts: 891

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 144069

2026-10-16 SIGNATURE RESOURCES CAPITAL MANAGEMENT FORM ADV PART 2A (2026-10-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Signature Resources Capital Management, LLC