Signature Wealth Management Partners, LLC

Signature Wealth Management Partners, LLC (SWMP) is a registered investment adviser offering a Wrap Fee Program that includes investment advisory services, financial planning, consulting, and investment management. Established in July 2018, SWMP is owned by Elizabeth Emr and Gregory Emr. As of December 31, 2024, the firm managed $387,095,813 in assets, with $385,075,899 under discretionary management. Clients in the program trade investment products without separate brokerage commissions. SWMP provides financial planning services, charging fixed fees ranging from $1,000 to $5,000. Wealth management services are offered for an annual fee based on assets under management, with fees ranging from 1.25% to 0.38% based on portfolio value. Clients have discretion over account decisions and can impose restrictions. SWMP utilizes fundamental, technical, and cyclical analysis in its investment strategies, offering five risk-based models. The firm discloses potential risks, including market volatility, interest rate fluctuations, and currency risks. SWMP may aggregate client orders for best execution and allocates trades pro rata among clients. The firm receives support from Schwab, including research and technology services, and recommends Schwab for custody and brokerage services. SWMP has a Code of Ethics and provides ongoing account reviews and statements to clients. Clients may make additions and withdrawals from their accounts, subject to SWMP's discretion. The firm does not have financial conditions impairing its commitments and has not been subject to bankruptcy in the past ten years.