Assets Under Management
$18.7B
Number of Clients
8,772
Number of Advisors
121
Average Client AUM
$2.1M
AUM per Advisor
$154.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SEIA offers various wealth management services including Signature Elite, Signature Allocation Series, Signature Target Strategies, Signature Advisor Managed Portfolios, Financial Planning, Investment Consulting, and Retirement Plan Consulting. They use a six-step investment management process and may recommend stocks, bonds, mutual funds, ETFs, and other investments. SEIA also offers financial planning services, including modular and comprehensive plans.
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
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067