Signature Estate & Investment Advisors, LLC | Financial Advisor in Los Angeles ,CA

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

About

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

26 Years of Experience



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:   CA
Number of Years with Current Firm:   26
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 & 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
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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

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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