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Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
(310) 712-2356
Advisor Profile
Theodore E.  Saade CFP®, AIF®, CMFC
Name:  Theodore E. Saade CFP®, AIF®, CMFC
Phone Number:  (310) 712-2356
Website:  Visit Website

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations.

SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm:

SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements

Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client

Confidential, unbiased, high quality financial advice is the core of our wealth management strategies
 

General Information

Number of Years with Current Firm:    25
Years of Experience in Financial Services:    25
Name of Custodial Firm:    Charles Schwab, Fidelity
Name of Broker/Dealer:    Royal Alliance
States Willing to do Business in:   
I work with the following types of clients:    Businesses, Individual Investors
Gender:    Male
States Licensed in:    California
Insurance License#:    0B63654
Firm CRD#:    108163
CRD#:    2650992
 

Education

Academic Background
 
Universal of California Los Angeles (UCLA), Los Angeles, CA

Bachelors Degree with major in Economics, Emphasis in Biochemistry, 1995
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7, Series 6
Certifications, Accreditations & Designations:    Chartered Mutual Fund Counselor (CMFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Firm Information

Assets Managed by Advisor:    $380 M
Assets Managed by Firm:    $10 Billion
Firm's Number of Clients:    2500
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    The Actual fee for any portfolio is negotiated based on the unique objectives of each client, the complexity of the investment plan, the types of assets held in the account, and other factors
Hourly Rate:    $750
Fee % Based on Assets:    .5 ~1.5%
Compensation Methods:    Based on Assets, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 

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