About SignalPoint Asset Management
SignalPoint is an advisory firm founded in 2008. We know finances and the families who entrust us with their resources.
After decades of experience in some of the world's largest investment firms, we believed there was a better way forward for our clients. We came together to form SignalPoint Asset Management, with the goal of building a different experience for clients and colleagues.
We peeled back the layers of bureaucracy. We freed ourselves from limitations on the investment products and services available to our clients. We take a straighforward approach to managing finances.
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General Information
Firm Start Year
2008
No. of Employees
10-19
CRD#
7195166
Firm CRD#
147578
Name of Custodial Firm
Charles Schwab
States Licensed in
MO
Years of Experience in Financial Services
5
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
500
Assets Managed by Firm
$500,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets
Education
Bachelor of Business Administration - Finance
TCU - Texas Christian University
2015 -2019
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890876/financialplanners-SignalPoint-Asset-Management-detailed-disclosure.html