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 |
| Firm Start Year: | 2021 | |
| Gender: | Male |
| 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, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Retirement Planning |
Services |
| Investment Types: | Annuities, Insurance, International Investments, Bonds, Stocks, Mutual Funds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Email, Via Phone, At your office, At my office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Health, Life, Annuity, Variable Life, Variable Annuity, Long Term Care |
| 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: | Commissions, Based on Assets, Flat Fee, Hourly |
| Fee % Based on Assets: | 1% |
| Hourly Rate: | $750 |
| Flat Fee Rate: | $2,000 |
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 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)
Kyle Demshki
CFP®
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