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Paul Taghibagi, CFP®
Signature Estate & Investment Advisors, LLC

Tel: (310) 712-2323
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067
Signature Estate & Investment Advisors, LLC | Financial Advisor in Los Angeles ,CA

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC.

Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain.

Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.


General Information

Firm Start Year:   1997
No.of Employees:   100-499
Insurance License#:   0798553
Name of Broker/Dealer:   Royal Alliance Associates, Inc.
Name of Custodial Firm:   Charles Schwab & Fidelity
States Licensed in:   CA
Number of Years with Current Firm:   29
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Mutual Funds, Options & Futures, Bonds, Annuities, Insurance
I can meet clients in the following ways:   At my office, At your office, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:   Provisors


Firm Information

Firm's Number of Clients:   1500
Assets Managed by Firm:   $9.4 Billion
Advisor's Number of Managed Clients:   200
Assets Managed by Advisor:   $583,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   .75%- 1%
Additional Details on Charges:   The actual fee for any portfolio is negotiated based on the unique objectives of each client, the complexity of the investment plan, the types of assets held in the account, and other factors.
Minimum Fee Charged for Managed Accounts:   $3,500



Faqs

  • What are your qualifications? What is your education background? I am a Certified Financial Planner and an Accredited Investment Fiduciary with 29 years of experience in the financial planning field.
  • What is your approach to financial planning? We have a comprehensive approach.
  • What services do you offer? We offer fee based asset management.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We have two platforms. The non-discretionary platform requires client permission before trades. The discretionary platform does not require permission before each trade. Clients can choose which platform they prefer.
  • How much risk should I be willing to take? This depends on each client. Once we have analyzed your situation, we will make more specific recommendations in regards to risk.
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Disclaimer

Securities Offered through Signator Investors, Inc., Member FINRA, SIPC

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323.

SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc., and any subsidiaries or affiliates.

Paul Taghibagi, CFP®

Paul Taghibagi, CFP®

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

Paul Taghibagi, CFP®, AIF® is a Founding Partner with SEIA. He is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS).

Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Santa Monica, California. He enjoys sports, traveling and spending time in the local community with his family and friends.

Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER" certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).

My Team

Michael Macauley
Michael Macauley CFA®, CFP®
Michael Macauley, CFA®, CFP® is an Advisor with the Century City office of SEIA. His practice areas include wealth management, retirement and estate planning. He also has extensive experience with life insurance and long term care planning. Michael has been in the investment management business for over 14 years, working with both institutional pension plan sponsors, family office investors and with individual clients and their families. Michael received his MA in International ...more

Eugene  Lev
Eugene Lev RICP®, AIF®
Eugene Lev, RICP®, AIF® is an Advisor with Signature Estate & Investment Advisors, LLC (SEIA). Eugene Lev has over 12 years of experience in the financial services and investment management industry as a wealth advisor and investment consultant. As an Advisor, Eugene coordinates all stages of the financial planning process, assessing risk, asset allocation, investment implementation, and portfolio monitoring customized to the needs of his clients. Eugene holds the Retirement Inc ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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