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Featured Business Financial Advisor in Los Angeles, CA
Los Angeles Retirement Planning
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
Advisor Profile
Name:  Theodore E. Saade CFP®, AIF®, CMFC
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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

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

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:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Video Conference
 

Qualifications & Memberships

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

Firm Information

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

Compliance

Criminal Disclosures in Last 5 years:    Have a clean record
Compliance Disclosures in Last 5 years:    Have a clean record
Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Acknowledged fiduciary:    Yes
 

Compensation and Fees

Hourly Rate:    $750
Fee % Based on Assets:    .5 ~1.5%
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
Compensation Methods:    Based on Assets, Hourly
Minimum Portfolio Size for New Managed Accounts:    $250,000
Fee Structure:    Fee-Based
 
 
 
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