Theodore E.  Saade CFP®, AIF®, CMFC

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

20 Years of Experience



General Information
No.of Employees:   50-99
Insurance License#:   0B63654
Name of Broker/Dealer:   Signator Investors
Name of Custodial Firm:   Charles Schwab, Fidelity
States Licensed in:   California
Number of Years with Current Firm:   20
I work with the following types of clients:   Businesses , Individual Investors


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


Qualifications & Memberships
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



FAQs

Theodore E.  Saade CFP®, AIF®, CMFC

Theodore E.  Saade CFP®, AIF®, CMFC

CMFC, CERTIFIED FINANCIAL PLANNER™ Certificant, AIF

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