Signature Estate & Investment Advisors, LLC (SEIA) | Financial Advisor in Pasadena ,CA

155 N. Lake Ave.
Suite 780
Pasadena, CA 91101
Phone: (626) 795-2944

About

Signature Estate & Investment Advisors, LLC (SEIA) is a
Registered Investment Advisory Firm offering Investment
Management and Financial Planning services. We provide an
enduring partnership focused solely on helping our clients
achieve their long-term goals and objectives.

SEIA helps you focus on the big picture by overseeing the
financial management process. We act as a fiduciary with your
best interests at heart. Our team of experienced professionals
address your unique goals and objectives with an unbiased
investment, estate or financial plan.

Your assets are segregated and held in your name at two of the
country's largest financial firms -- Charles Schwab & Co. and/or
Fidelity Institutional Wealth Services.

Your SEIA advisory team is further supported by a group of more
than 60 financial professional. SEIA creates a world-class
experience with a dedicated wealth management infrastructure.

30 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   50-99
Insurance License#:   0685877
Name of Broker/Dealer:   Signator Investors, Inc.
Name of Custodial Firm:   Charles Schwab and Fidelity
States Licensed in:   CA, NV, TX, DE
Number of Years with Current Firm:   30
Work Experience:   For more than 30 years I have been working as a
Wealth Advisor for a select group of clients that
have been successful in their business and
professional lives...and want to stay that way
throughout retirement.
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Mutual Funds , Stocks , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Video Conference , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Long Term Care , Disability , Variable Life , Annuity , Variable Annuity , Health
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)


Firm Information
Assets Managed by Firm:   $7.0 Billion
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150


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:   Flat Fee , Based on Assets
Fee % Based on Assets:   .75 to 1.0
Minimum Fee Charged for Managed Accounts:   $3500/yr.


Education
BA - Economics  UCLA - Univ. of California at Los Angeles  - Los Angeles, CA
- 1985



FAQs

Fritz Miller

Fritz Miller

AIF, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Fritz Miller, CFP, ChFC, AIF is a Partner at Signature Estate & Investment Advisors, LLC's (SEIA) Pasadena office. His emphasis is in investment management and retirement income planning for affluent families and private companies. As a Certified Financial Planner he works with clients from a comprehensive wealth management focus. Since 1985, Mr. Miller has been in the financial services business.

Fritz is married with four children and has lived in the Pasadena area for more than 30 years.

My Services


Financial Advice & Consulting

As a Certified Financial Planner (CFP), I take a holistic approach to the design and management of your portfolios.


Portfolio Management

At SEIA, LLC, we design, build and manage custom portfolios to meet the unique needs of our clients.

Communities Served

Arcadia Burbank
Cerritos Claremont
Covina Diamond Bar
Glendale Glendora
La Canada Flintridge La Crescenta
La Verne Monrovia
Montrose San Dimas
San Gabriel Sierra Madre
South Pasadena Temple City
Walnut West Covina
Whittier Upland

News & Events


Don't Let Short Term Volatility Derail Your Plans
When: 03/10/2016
Details:Don't Let Short-term Volatility Derail Your Long-term Plans ...more