Fritz Miller
Signature Estate & Investment Advisors, LLC (SEIA)
Suite 780
Pasadena, CA 91101
About Signature Estate & Investment Advisors, LLC (SEIA)
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
- CRD# 1396295
- Firm CRD# 468
- Insurance License# 0685877
- Series: 6, 7, 22, 24, 66
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: | Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Alternative Investments , Stocks , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your home , At your office , Via phone , Via email , Video Conference , At my office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life , Health , Disability , Annuity , Variable Life , Long Term Care , Variable Annuity |
| 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 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 , Flat Fee |
| 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 |
Fritz Miller
AIF, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant
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 |