Client story
A strategic partner to SignatureFD
NCP began advising SignatureFD in 2020, shortly after Heather Robertson Fortner became CEO. Peter joined its board in 2025.
The situation
- About $4 billion of client assets in 2020
- 30% of equity held by passive owners
What we did
- Profit improvement plan
- Equity succession plan
- Deleveraging
- Reducing passive ownership
- Recruiting
- Restructuring the dividend
The result
- 2x revenue per wealth advisor
- 700 bps improvement in the compensation ratio
- 300 bps improvement in employee retention
- About $10 billion of client assets in 2026
By the numbers
Client assets and results
SignatureFD client assets $ billions
~$10BClient assets in 2026, up from about $4B in 2020
2xRevenue per wealth advisor
700 bpsImprovement in the compensation ratio
300 bpsImprovement in employee retention
Starting point, 2020
- About $4 billion of client assets
- 30% of equity held by passive owners
What we advised on
- Profit improvement plan
- Equity succession plan
- Deleveraging
- Reducing passive ownership
- Recruiting
- Restructuring the dividend
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