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
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
Get directionsRegulatory History (2)
Customer Dispute
September 2022Regulatory
August 2011Other Business ActivitiesSells Insurance
Chad works full-time as a financial advisor. He also owns MRG, LLC, which sells and distributes automotive parts, dedicating about 10-20% of his time. Chad holds a CA insurance license and spends a few hours per week communicating with clients about insurance products.