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 Drive, Suite 300, Newport Beach, CA, 92660
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Chad works as a financial advisor at SEIA, LLC, dedicating full-time hours to managing client portfolios and bringing in new business.