Fritz Miller
Signature Estate & Investment Advisors, LLC (SEIA)
Suite 780
Pasadena, CA 91101
About Signature Estate & Investment Advisors, LLC (SEIA)
- CRD# 1396295
- Firm CRD# 468
- Insurance License# 0685877
- Series: 6, 7, 22, 24, 66
30 Years of Experience
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
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