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There Are No Sure Directions to Wealth, Only Sure Guides
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Private client and wealth management services |
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Philanthropic and family foundation planning |
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More than $2.2 billion in assets under management as of October 31, 2011 |
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Areas of Focus: Investment Management, Retirement and Estate Planning |
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management and investment supervisory services tailored to meet the unique needs of affluent individuals and corporations. The mission of Signature Estate & Investment Advisors is to provide clients with a partnership that compliments and exceeds their long-term goals and objectives. Based in Los Angeles, the firm was founded in 1997 by a team of four financial professionals. Today, there are five offices throughout California and Virginia.
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Areas of Focus
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Award Selection Process
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Registered Representative / Securities offered through Signator Investors, Inc., Member FINRA, SIPC. 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712]2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. BDH #0657377. GKL #0B39385. PT #0798553. VAD #0B84300. TES #0B63654. JK #0B11807. ECP #0E55966.
Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave. of the Stars, Suite 1600, Los Angeles, CA 90067, (310)712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. BDH #0657377. GKL #0B39385. PT #0798553. VAD #0B84300. TES #0B63654. JK #0B11807. ECP #0E55966.
Five Star Professional identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Los Angeles area (includes Los Angeles county in the state of California) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2013 Five Star Wealth Managers to be no more than 7% of the approximately 35,300 wealth managers in the area. 3,488 award candidates in the Los Angeles area were considered for the award, of which 372 were named 2013 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Los Angeles magazine.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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