wiseradvisor

Eric Pritz, CFP®
Signature Estate & Investment Advisors

Tel: (310) 712-2349
1848 S. Elena Avenue
Suite 100
Redondo Beach, CA 90277
Signature Estate & Investment Advisors | Financial Advisor in Redondo Beach ,CA

About Signature Estate & Investment Advisors

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:   Royal Alliance Associates, Inc
Name of Custodial Firm:   Charles Schwab & Fidelity
States Licensed in:   CA, HI
Number of Years with Current Firm:   15
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, Variable Annuity, Variable Life, Long Term Care, Life, Health, Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Assets Managed by Firm:   $8.0 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:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly
Fee % Based on Assets:   1%
Hourly Rate:   $750
Flat Fee Rate:   $2,000



Disclaimer

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment Advisory Services offered through SEIA, LLC. Royal Alliance Associates, Ins. Is separately owned and other entities and/or marketing names, products, or services reference here are independent of Royal Alliance Associates, Inc.

Eric Pritz, CFP®

Eric Pritz, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, CMFC®

Eric C Pritz, CFP®, CMFC® is a Senior Partner with SEIA. He has been providing financial advice and wealth management services to high net worth individuals, organization and companies for over 14 years and has been active in the financial industry since 2001.

His ongoing success is attributed to his passionate commitment to the financial well-being of his clients. He is also a member of The LA25, an entrepreneurial group of wired South Bay professionals dedicated to improving the lives of children through education and the arts. Eric is a 15 year resident of Manhattan Beach along with his wife, daughter and son. He received his Bachelors of Arts degree in Business Economics from the University of California, Santa Barbara. In 2007, he received the CERTIFIED FINANCIAL PLANNER" certification from the Certified Financial Planner Board of Standards, Inc. and has been a Chartered Mutual Fund Counselor (CMFC) since 2009. Eric is a Registered Representative as well as a licensed insurance broker (CA Ins. License 0E55966)

My Team

Kyle Demshki
Kyle Demshki CFP®
Kyle Demshki, CFP®, is an Associate Advisor with SEIA. He joined the firm in 2017 and works on the team of Partner, Eric Pritz. He focuses on investment management and financial planning strategies for high net worth individuals. Prior to joining SEIA, Kyle was an Associate Advisor at a premier investment and financial planning firm in New York City. There he excelled in servicing the needs of high net worth individuals in retirement planning, investment management, and tax planning. Ky ...more

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