Fritz Miller
Signature Estate & Investment Advisors, LLC (SEIA)

Tel: (626) 795-2944
155 N. Lake Ave.
Suite 780
Pasadena, CA 91101
Signature Estate & Investment Advisors, LLC (SEIA) | Financial Advisor in Pasadena ,CA

About Signature Estate & Investment Advisors, LLC (SEIA)

Connect With an Expert Financial Advisor and Get Answers

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.


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 and 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


Fritz Miller

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

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