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

Tel: (310) 712-2323

2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

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:		20-49
Insurance License#:		0798553

Name of Broker/Dealer:

Signator Investors, Inc.

Name of Custodial Firm:

Charles Schwab & Fidelity

States Licensed in:

Number of Years with Current Firm:

Work Experience:

I work with the following types of clients:

Individual Investors , Businesses

Services

Investment Types:

Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Options & Futures , Stocks , 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:

5 Billion

Advisor's Number of Managed Clients:

200

Assets Managed by Advisor:

$500,000

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:

I am a fee-based financial professional

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

Do you have a customer satisfaction or refund policy? Yes
What are your qualifications? What is your education background? Certified Financial Planner and Accredited Investment Fiduciary with 25 years of experience in the financial planning field.
What is your approach to financial planning? Comprehensive Approach
What services do you offer? Fee based asset mangement
Will you be the only person working with me? I would be the primary contact

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.