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Theodore E.  Saade CFP®, AIF®, CMFC
Signature Estate & Investment Advisors, LLC

Tel: (310) 712-2356
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067
Signature Estate & Investment Advisors, LLC | Financial Advisor in Los Angeles ,CA

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

Firm Start Year:   1997
No.of Employees:   50-99
Insurance License#:   0B63654
Name of Broker/Dealer:   Royal Alliance
Name of Custodial Firm:   Charles Schwab, Fidelity
States Licensed in:   California
Number of Years with Current Firm:   25
I work with the following types of clients:   Businesses, Individual Investors


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity

Firm Information

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


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 and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
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


Education

Bachelor of Science  - Economics  UCLA
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Faqs

  • Do you have a customer satisfaction or refund policy? We do not have a formal refund policy, however client satisfaction is our number one priority at SEIA. If one of our clients feels as though our services have not met their expectations, we would certainly evaluate a fee reduction and we bill in arrears at the end of each quarter.
  • What are your qualifications? What is your education background? I am currently a CFP® professional in addition to holding the AIF® and the CMFC designations. I earned my Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. Our support team has a number of CFA, CFP, MBA, CIWA, MS, CAIA, AIF and ChFC degree and designation holders.
  • What is your approach to financial planning? We take a team approach to develop a fully customized, holistic solution for our client's investment and financials goals. We value the client experience and make sure that there are always multiple advisors overseeing each client's unique situation. Furthermore, we have an in-house staff that provides compliance, marketing, trading, investment research and operational support.
  • What services do you offer? We offer comprehensive financial planning. An institutional investment platform that includes both discretionary and non-discretionary portfolio management. A list of investment services include: Alternatives, concentrated positions, options, stocks, bonds, ETFs, structured notes, opportunity zones, social responsible investing.
  • How many clients do you currently manage? My personal book is roughly 200 households, over 250 individual clients. Our overall firm manages close to 10 billion in client assets with 1000's of clients.
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Theodore E.  Saade CFP®, AIF®, CMFC

Theodore E.  Saade CFP®, AIF®, CMFC

CMFC®, CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

Theodore E. Saade, CFP®, CMFC, AIF® is a Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. Since 1995, Mr. Saade has been in the securities and insurance business for over 25 years, maintaining a successful independent private practice for over 200 clients. He was voted Top 40 Under 40 as published in REP. Magazine since it's inception in 2013. He is also featured as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for Providing Exceptional Service And Overall Satisfaction as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 25 yr. resident of Los Angeles, California along with his wife and 3 sons. Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER" practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also holds an insurance license (CA Ins. License #OB63654).

My Team

Cole  Brownell
Cole Brownell CFP®
Cole Brownell, CFP® is a registered associate on senior partner Theodore Saade's team in Century City. Cole has been working in the financial services industry for the last 4 years. He was previously a financial advisor at Capstone Partners in Century City. His specialties include developing financial plans, investment analysis and client servicing. Cole graduated Magna Cum Laude from California State University Northridge in 2016 where he received his Bachelor of Science degre ...more

Jessica Cherness
Jessica Cherness CFP®
Jessica Cherness, CFP® is an Associate Advisor with Signature Estate & Investment Advisors, LLC (SEIA). She joined the company in 2015 and has since become a central member of the team of Senior Partner Theodore E. Saade, CFP®, AIF®, CMFC. The teams services include comprehensive financial planning, portfolio strategies and intergenerational wealth transfer. Jessica received the CERTIFIED FINANCIAL PLANNER" designation after completing the CFP® professional education program th ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM