Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
610 Newport Center Dr., Suite 300, Newport Beach, CA, 92660
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian works as an advisor for SEIA LLC, dedicating nearly full-time hours to RIA sales and service. Brian also owns rental property, spending minimal time on this activity.