Eric Pritz, CFP®
Signature Estate & Investment Advisors
Suite 100
Redondo Beach, CA 90277
About Signature Estate & Investment Advisors
- CRD# 4865043
- Firm CRD# 468
- Series: 7, 66
15 Years of Experience
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
General Information |
| Name of Broker/Dealer: | Signator Investors, Inc. |
| Name of Custodial Firm: | Charles Schwab & Fidelity |
| States Licensed in: | CA, HI |
| Number of Years with Current Firm: | 13 |
| I work with the following types of clients: | Businesses , Non-Profit Organizations , Individual Investors |
Services |
| Investment Types: | International Investments , Mutual Funds , FOREX & Currency , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via phone , Via email , At your office , At my office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Long Term Care , Variable Life , Variable Annuity , Life , Health , Annuity |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Firm Information |
| Assets Managed by Firm: | $6.0 Billion |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | 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: | $250,000 |
| Compensation Methods: | Commissions , Flat Fee , Based on Assets , Hourly |
| Fee % Based on Assets: | 1% |
| Hourly Rate: | $300 |
| Flat Fee Rate: | $2,000 |
Eric Pritz, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant, CMFC®
My Team
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