Signature Resources Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“When not considered part of the investment management fee, SRCM may charge clients an hourly fee generally at the rate of $350 per hour or a fixed fee that generally ranges from $500 to $7,500 for financial planning and consulting services.”

Flat or project fee

$500⁠-⁠$7,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Signature Resources Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fee schedules are negotiable based on a number of factors including but not limited to: “grandfathered” accounts, related accounts, types of investments managed and other structures that we consider in special situations.”
• “Rates are negotiable, and SRCM reserves the right to change these fees at any time.”
• “Billing Methods Investment Management Services SRCM’s advisory fees are payable quarterly in advance and due on the first day of each calendar quarter.”

How Signature Resources Capital Management, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
• Its flat or project fee of $500-$7,500 spans the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Signature Resources Capital Management, LLC

• Firm size: 15 employees.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Minimum

No minimum stated in brochure

Clients

366

Employees

15

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$303,917,192

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

144069

Website

x.com/SIGRESOURCES1 (opens in new tab)

Phone

(949) 261-7726

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Idaho, Nebraska, New Jersey, New Mexico, Nevada, New York, Oregon, Texas, Virginia

Other planners in Newport Beach that publish fees

• Banta Asset Management LPNewport Beach$350/hr
• Bridge Capital Consulting, LLCNewport Beach$250/hr, $250⁠-⁠$12,000
• Campbell Advisory Services, LLCNewport Beach$150⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Centriplan, LLCNewport Beach$250⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• Crystal Cove Asset ManagementNewport Beach$1,500⁠-⁠$10,000
• Hall Financial WellnessNewport Beach$500⁠-⁠$5,000, $1,500⁠-⁠$10,000/yr

Compare all 51 planners in Newport Beach