Advisor at Signal Securities, Inc.
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Firm
Signal Securities, Inc.
Location
Grapevine, TX 76051
Credentials
Series 63, Series 65
Industry experience
22 years
James Palmersheim is a financial advisor with Signal Securities, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Signal Securities since 2005 and concurrently works at American Airlines as a captain and director of veterans initiatives. He also serves as Co-chair and Vice President of the Tribute to Valor Foundation, a military and education nonprofit. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance, typically implementing recommendations with client consent.
Flat fee for financial plan or asset review, with hourly rate up to $250/hour.
$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% Over $1,000,001+: 0.75%
Broker-dealer commissions may apply; Signal Securities, Inc. is also a broker-dealer and may earn commissions in addition to advisory fees.
Up to $250/hour for financial plan or asset review.
Account minimum: $25,000 for Asset Allocation Model; $100,000 for Private Client Asset Management Model; no minimum for Discretionary Asset Allocation Model; $100,000 minimum for most equity SMA strategies, $250,000 for most fixed income SMA strategies, and $250,000 to $650,000 for diversified portfolios in Managed Account Select
601 S. Main, Suite 202
Grapevine, TX 76051
Arkansas · California · Florida · Nevada · Oklahoma · Texas · Virginia
Signal Securities, Inc.
2005 - Present (21 years)
American Airlines
1990 - Present (36 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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