SignatureFD, LLC

SignatureFD serves individuals (including high-net-worth clients), business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management and financial planning, stand-alone consulting and retirement plan management, and also acts as an adviser or sub‑adviser to private investment funds and other pooled vehicles.

SignatureFD implements diversified, long‑term asset allocation strategies using exchange‑traded funds, mutual funds, individual securities, third‑party managers, and private investment funds, and conducts due diligence on managers and pooled vehicles. The firm may recommend, on a non‑discretionary basis, that qualified clients invest in affiliated private vehicles (for example, SignatureFD Private Equity Fund and SignatureFD Private Asset Fund) and serves as sub‑adviser to series of a private credit strategy; valuations for private holdings generally reflect sponsor‑provided values.

Several of SignatureFD’s business lines are atypical for a multi‑team advisory firm: it operates AutographFD, an AI‑enabled platform that markets private placement life insurance (PPLI) primarily to persons who are not advisory clients and works with Axcelus on the investment component; it is a licensed insurance agency and receives compensation for insurance and PPLI arrangements. The firm is also affiliated with accounting firm Frazier & Deeter, sponsors and manages affiliated private funds (with incentive fees that feed a bonus pool), and provides model portfolios to a third‑party platform (Wing), arrangements the brochure discloses as potential conflicts of interest.