Featured Business Financial Advisor in Redondo Beach, CA
Redondo Beach Financial Advisors
Signature Estate & Investment Advisors
1848 S. Elena Avenue, Suite 100
Redondo Beach, CA 90277
(310) 712-2349
Advisor Profile
Eric Pritz, CFP
Name:  Eric Pritz, CFP
Phone Number:  (310) 712-2349
Website:  Visit Website
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.

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

Gender:    Male
CRD#:    4865043
Firm CRD#:    468
Name of Broker/Dealer:    Royal Alliance Associates, Inc
Name of Custodial Firm:    Charles Schwab & Fidelity
States Licensed in:    CA, HI
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    15
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS, Business Economics - University of California, Santa Barbara CFP Certification Professional Education Program
 

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

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Mutual Fund Counselor (CMFC)
Securities Licenses:    Series 66, Series 7
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:    I am a fee-based financial professional
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
 
 
 
Prepared By: Eric Pritz, CFP