| Advisor Profile |
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| Name: |
Eric Pritz, CFP® |
| Phone Number: |
(310) 598-2163 |
| Website: |
Visit Website
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Business Description |
| Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The mission of Signature Estate & Investment Advisors, LLC is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. |
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General Information |
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| Name of Broker/Dealer: |
Signator Investors, Inc.
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| States Licensed in: |
CA, HI
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
4
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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| BS, Business Economics - University of California, Santa Barbara |
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Services |
| Investment Types: |
International Investments, Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER (CFP®)
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
$1.3 Billion
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Hourly, Flat Fee, Commissions, Based on Assets
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Eric Pritz, CFP® |
| Most Recent Update: |
08/08/2008 |
Frequently Asked Questions |
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