Daniel Dubay
Advisor at SignatureFD, LLC
Updated today
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
About
Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. 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 it is vertically integrated with an affiliated accounting firm and private investment funds.
Client services
Based on SignatureFD, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on SignatureFD, LLC
Private / alternative investments
Concentrated stock management
ESG / Sustainable investing
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Demographic focus
Based on SignatureFD, LLC
HENRY (High Earners, Not Rich Yet)
Approaching retirement
Fee options
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)
Location
1230 Peachtree Street, Ne, Suite 1800
Atlanta, GA 30309
Most active in
Daniel D has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
SignatureFD, LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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