DBD Retirement and Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$133,657,020
Clients
21
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$6,364,620
About
Signature Resources provides ongoing asset management and portfolio supervision to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and other business entities. Accounts are custodied with qualified custodians (including Schwab Institutional) and the firm provides continuous advice on buying, selling and monitoring investments while charging fees based on assets under management billed on a quarterly basis.
The firm’s investment approach combines fundamental, technical and charting analysis and uses both strategic and tactical asset‑allocation frameworks alongside long‑ and short‑term holdings. Portfolios are tailored through one‑on‑one interviews and questionnaires, monitored at least quarterly, and can be managed on either a discretionary or non‑discretionary basis with the ability to impose client investment restrictions.
Distinctive aspects noted in the brochure include an emphasis on client education—through seminars or workshops—and use of custodian‑provided educational and practice‑management resources, an offering that is less common among independent advisers. The firm’s leadership brings prior fiduciary and institutional bank experience, and the firm does not vote client proxies, leaving those decisions to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Fixed fee for financial planning services with minimum of $2,500; annual updates available for $500.
$0 - $250,000: 1.300% $250,000 - $500,000: 1.200% $500,000 - $1,000,000: 1.150% $1,000,000 - $2,500,000: 1.000% $2,500,000+: Negotiable
$275 per hour for financial planning and consulting services.
Account minimum: $10,000 Fee-only: Hourly fee of $275 per hour for financial planning and consulting services; fixed fees for financial planning starting at $2,500 minimum; additional fees negotiated.
Main office location
DBD Retirement and Financial Services
Manassas VA, United States
Number of offices
1
Most active in
DBD Retirement and Financial Services has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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