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Eric Pritz, CFP®

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach, CA 90277
(310) 7122349

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

Firm Start Year

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

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Mutual Fund Counselor (CMFC®), CERTIFIED FINANCIAL PLANNER™ Certificant

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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

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.