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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

Gender:    Male
CRD#:    2650992
Firm CRD#:    108163
Insurance License#:    0B63654
Name of Broker/Dealer:    Signator Investors
Name of Custodial Firm:    Charles Schwab, Fidelity
States Licensed in:    California
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    20
I work with the following types of clients:    Businesses, Individual Investors
 

Education

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

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

Services

Investment Types:    Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

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

Firm Information

Firm's Number of Clients:    2500
Assets Managed by Firm:    $5 Billion
 

Compliance

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

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Hourly, Based on Assets
Fee % Based on Assets:    .5 ~1.5%
Hourly Rate:    $750
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
 
 
 
Prepared By: Theodore E. Saade CFP®, AIF®, CMFC

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