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They include 1,271 high-net-worth individuals, 620 individual clients and 9 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SignatureFD offer?","answer":"SignatureFD provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does SignatureFD charge?","answer":"SignatureFD charges 0.50%–1.00% a year for its Wealth Management Services (Financial Design). Each asset band is charged at its own rate. The fee is billed in advance, has a $15,000 annual minimum and requires an account of at least $2,000,000.","source":"SIGNATUREFD, LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SignatureFD use?","answer":"SignatureFD’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $6.09B and Fidelity Brokerage Services LLC (Smithfield, RI), with $2.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SignatureFD have?","answer":"SignatureFD has 42 investment adviser representatives registered with state securities authorities, out of 130 employees, and 50 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 37 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SignatureFD invest in?","answer":"At the end of its last fiscal year, SignatureFD’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 7% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% state and local bonds, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Annuity Assets. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does SignatureFD have a minimum investment?","answer":"Yes, SignatureFD’s minimum account size for its Wealth Management Services (Financial Design) is $2M. It charges a $15K annual minimum fee.","source":"SIGNATUREFD, LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns SignatureFD?","answer":"SignatureFD’s direct owners are David Deeter, Roger Lusby, David Fisher, Douglas Liptak, Blair Cunningham, Heather Robertson Fortner, Jefery Miller and Stephen Sheets, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SignatureFD get paid?","answer":"SignatureFD is paid through a percentage of assets under management, hourly charges and fixed fees. 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