Overview
- Headquarters
- Montvale, NJ
- Total Firm Assets
- $454 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
Fee Disclosure
Source: SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC DISCLOSURE BROCHURE (2026-07-28)
· View brochure text
Latest filing: SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC WRAP FEE BROCHURE (2026-07-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,500,000 | 1.00% |
| $1,500,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $8,000,000 | 0.65% |
| $8,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $12,000,000 | 0.46% |
| $12,000,001 | $15,000,000 | 0.43% |
| $15,000,001 | $18,000,000 | 0.40% |
| $18,000,001 | and above | 0.38% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $45,750 | 0.92% |
| $10 million | $75,250 | 0.75% |
| $50 million | $230,950 | 0.46% |
| $100 million | $420,950 | 0.42% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 73.37%
- Number of High-Net-Worth Clients
- 107
- Total Client Accounts
- 942
- Discretionary Accounts
- 927
- Non-Discretionary Accounts
- 15
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 298315
- SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC DISCLOSURE BROCHURE (2026-07-28) (fee schedule source) · View brochure text
- SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC WRAP FEE BROCHURE (2026-07-28) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗