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.
|Firm Start Year:||1997|
|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|
|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'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|
|Registered Investment Advisor:||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
|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|
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®, 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).
Michael Macauley CFA®, CFP®
Eugene Lev RICP®, AIF®
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|