Signature Estate & Investment Advisors (SEIA) offers investment management through Signature Elite, Signature Allocation Series, Signature Targeted Strategies, and Signature Advisor Managed Portfolios. SEIA also provides financial planning (modular & comprehensive) and investment consulting. SEIA's services are tailored to individual client needs and objectives.
Fee Structure
SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.