Paul Saad is a CFP-designated registered investment advisor at Collabria Capital, INC, based in Walnut Creek, CA, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 17 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.00% |
| $750K+ | 0.60% |
The asset-based fees described above are negotiable and paid at the beginning of each calendar quarter(or month). Initial fees are prorated based on the number of days in the quarter during which a client’s assets have been designated to be under our management. Upon termination of an advisory relationship with a client, fees are prorated through the date of termination. The asset-based fees are “blended” such that the percentage rates are applied to each corresponding range of assets, resulting in a combined weighted fee. Certain clients have been grandfathered into legacy fee schedules that are not equivalent to the standard asset-based fee schedule and Minimum Annual Fee listed above, and therefore may pay more or less for investment management, financial planning, and/or tax preparation/filing services. Clients should consult their specific client agreement for the fee schedule applicable to their household. In addition, Collabria reserves the right to negotiate its fees on a client-by-client basis in its sole and absolute discretion.
Fee Estimator
Contact
Paul Saad
Location
Walnut Creek, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Collabria Capital, INC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Safeguard Financial and Insurance Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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Exams
Additional Information
Paul J. Saad, CFP®, MBA is a fee-only fiduciary financial advisor and founder of Collabria Capital in San Ramon, CA. He works with mid- to late-career professionals—particularly in the tech sector—on retirement planning, equity compensation, and tax-efficient wealth strategies. With a collaborative style and over two decades of experience, Paul helps clients align their financial decisions with their values and family priorities.