Signify Wealth LLC

Signify Wealth is a Limited Liability Company established in Missouri in December 2011, with Stephen P. Rhodes as the principal owner. The firm offers investment management services, including discretionary management directly or through Third-Party Managers. Clients' assets are allocated among various managers, mutual funds, ETFs, and other securities to achieve their investment objectives. Signify Wealth primarily utilizes Dynasty Wealth Management's Managed Account Program, offering access to various investment products and strategies. The firm charges a standard annual fee of 1% of total assets under management, payable quarterly or monthly. Clients may impose restrictions on investments based on their values. Signify Wealth does not participate in wrap fee programs and managed around $283.7 million in discretionary assets as of December 2024. The firm's investment strategies include fundamental and technical analysis, with a focus on mutual funds, equities, bonds, ETFs, and insurance products. Clients have a minimum account size of $250,000, which may be waived. Signify Wealth acts as a fiduciary and does not accept performance-based fees. The firm does not vote proxies for client securities and maintains client privacy and data security. Clients can contact Signify Wealth for more information or to exercise their data choices.