Theodore Saade CFP®, AIF®, CMFC® Senior Partner

Theodore E. Saadé has been in the financial services industry since 1995. He joined Signature Estate & Investment Advisors LLC in 1997 as the firm was opening its doors. In less than 10 years, SEIA reached the milestone of $1 billion in assets under management. Theodore is a Certified Financial Planner, Accredited Investment Fiduciary and a Chartered Mutual Fund Counselor. He received a bachelor’s degree in economics with a specialization in biochemistry from the University of California–Los Angeles. Theodore specializes in overall wealth and investment management strategies for affluent individuals, foundations and corporations.A longtime resident of Los Angeles, he is involved in multiple charities throughout Southern California.

At a Glance

  • 2121 Avenue of the Stars, Suite 1600
    Los Angeles, CA 90067

  • Minimum Net Worth Requirement

    $500,000 (investment services); $5 million (Private Client Group); $2 million (estate planning)

  • Financial Services Experience

    21+ years

  • Compensation Method

    Asset-based, fixed and hourly fees

  • Primary Custodian for Investor Assets

    Charles Schwab & Co. and Fidelity Investments

  • Assets Under Management $5.7 billion (firm, as of 9/30/16)
  • Minimum Fee for Service None
  • Largest Client Net Worth Confidential
  • Professional Services Provided
    • Planning (estate, retirement, corporate, income tax and insurance)
    • investment advisory and money-management services

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