Signature Estate & Investment Advisors offers a wide range of wealth management services, including investment management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary investment strategies, utilizing various portfolios composed of stocks, bonds, mutual funds, exchange-traded funds, options, structured notes, and alternative investments. Signature Estate & Investment Advisors tailors its services to individual client objectives, incorporating asset allocation, tax-aware strategies, and risk management. In addition to core portfolio management, the firm provides modular and comprehensive financial planning, investment consulting, and specialized services through affiliated professionals. Signature Estate & Investment Advisors primarily serves individuals, high-net-worth clients, trusts, estates, and businesses, operating with headquarters in Los Angeles and managing billions in client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).