Advisor at SignatureFD, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SignatureFD, LLC
Location
Atlanta, GA 30309
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Charles Gray is a CFP® with 18 years of experience in the financial industry and has been with SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and a private fund management structure.
Based on SignatureFD, LLC
Based on SignatureFD, LLC
Based on SignatureFD, LLC
Fixed fees may be charged for consulting services; fees are negotiable and vary by client.
$0 - $5,000,000: 1.00% Above $5,000,000+: 0.50%
Compensation from insurance products including private placement life insurance (PPLI) via AutographFD platform; commissions received from insurance carriers or other third parties.
Hourly consulting fees for stand-alone consulting services; fees are negotiable and vary by client.
Performance-based fees are charged by affiliated private funds, including incentive allocations; not charged directly to advisory clients.
Account minimum: $2 million Minimum fee: $15,000 annually (minimum for wealth management services)
1230 Peachtree Street, Ne, Suite 1800
Atlanta, GA 30309
Georgia
SignatureFD, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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