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Paul Taghibagi, CFP®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122323

About Signature Estate & Investment Advisors, LLC

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

1997

No.of Employees

100-499

CRD#

2075689

Firm CRD#

468

Insurance License#

0798553

Name of Broker/Dealer

Royal Alliance Associates, Inc.

Name of Custodial Firm

Charles Schwab & Fidelity

States Licensed in

CA

Years of Experience in Financial Services

29

Number of Years with Current Firm

29

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Mutual Funds, Options & Futures, Bonds, Annuities, Insurance

I can meet clients in the following ways

At my office, At your office, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 6, Series 7, Series 22, Series 24, Series 63

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Provisors

Firm Information

Firm's Number of Clients

1500

Assets Managed by Firm

$9.4 Billion

Advisor's Number of Managed Clients

200

Assets Managed by Advisor

$583,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.75%- 1%

Additional Details on Charges

The actual fee for any portfolio is negotiated based on the unique objectives of each client, the complexity of the investment plan, the types of assets held in the account, and other factors.

Minimum Fee Charged for Managed Accounts

$3,500

Disclaimer

Securities Offered through Signator Investors, Inc., Member FINRA, SIPC

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323.

SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc., and any subsidiaries or affiliates.