Isobo Amaso
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.
About
Isobo Amaso is a CFP® professional with two years of industry experience, currently serving as a financial advisor at SignatureFD, LLC. Prior to rejoining SignatureFD in 2024, Amaso worked there from 2021 to 2023 and gained experience at Deerfield Financial Advisors, Target Corporation, World Wide Technology, Saint Louis University, and Crushed Red. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, and independent managers, and offers affiliated private investment opportunities for qualified clients.
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
Isobo A has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
SignatureFD, LLC
2024 - Present (2 years)
SignatureFD, LLC
2021 - 2023 (2 years)
Deerfield Financial Advisors
2018 - 2021 (3 years)
Target Corporation
2017 - 2017 (1 year)
World Wide Technology
2016 - 2018 (2 years)
Saint Louis University
2015 - 2018 (3 years)
Crushed Red
2013 - 2016 (3 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:
-
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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