SA

Semir Mutwakil Amin

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
121 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K

SEIA's fees are negotiable and can be a flat, tiered, or breakpoint rate, based on the client's objectives, plan complexity, and assets. Fees are payable quarterly in arrears. The firm also uses the AssetMark Platform, which has its own fee structure. For "Equity/Blended" portfolios, fees range from 0.90-1.50% for portfolios between $250,000 and $999,999, and are negotiable for portfolios above $10,000,000. For "Fixed-Income" portfolios, fees range from 0.45-1.00% for portfolios between $250,000 and $999,999, and are negotiable for portfolios above $10,000,000. SEIA also offers Signature Advisor Managed Portfolios (AMP) with fees up to 3.0% of AUM.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656

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Regulatory History (5)
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Judgment / Lien
June 2025
Judgment / Lien
October 2018
Judgment / Lien
November 2006
Customer Dispute
May 2004
Denied
Customer Dispute
May 2001
Pending
Employment History
Current Registrations
Seia
October 2025 - Present · 3 mos
Select Money Management, INC.
February 2013 - Present · 12 yrs 11 mos
Securities Equity GroupBroker
September 2005 - Present · 20 yrs 4 mos
Previous Registrations
Select Money Management, INC.
January 2011 - December 2012 · 1 yr 11 mos
Select Portfolio Management INC
March 2006 - October 2025 · 19 yrs 7 mos
Royal Alliance Associates, INC. Broker
April 1996 - August 2005 · 9 yrs 4 mos
Securities America, INC.Broker
December 1993 - April 1996 · 2 yrs 4 mos
Coordinated Capital Securities, INC. Broker
October 1992 - November 1993 · 1 yr 1 mo
Pruco Securities Corporation Broker
April 1991 - October 1992 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - October 1992 · 1 yr 6 mos
Equico Securities, INC. Broker
March 1988 - March 1991 · 3 yrs
The Equitable Life Assurance Society of the United StatesBroker
March 1988 - March 1991 · 3 yrs
The Stuart-James Company, INC.Broker
September 1987 - December 1987 · 3 mos
State Registrations6 states
AZCACOKSNVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Semir Mutwakil Amin - Financial Advisor | AdvisorDiscover