KS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
781 clients
Average Client Portfolio
$731K average
Assets Under Management
$571.2M
Fee Structure
Minimum Investment:$250K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable based on total managed assets and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $100,000
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are calculated quarterly and can be withdrawn directly from your account. Financial planning fees range from $1,000 to $100,000 and are negotiable. Cash Management Accounts have fees up to 0.50%. Tactical Management Accounts and PPLI & PPVA accounts have fees up to 2.00%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2018Customer Dispute
October 2003Denied
Other Business Activities
Keith owns and oversees operations for Singer Wealth and Singer Wealth Advisors LLC, spending about half of his time on these activities. He is also the President of Keith Singer P.A. and Insured Returns LLC.
Employment History
Current Registrations
Singer Wealth Advisors LLC
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Investacorp Advisory Services INC
July 2016 - April 2018 · 1 yr 9 mos
Investacorp, INC.Broker
August 2015 - April 2018 · 2 yrs 8 mos
Singer Wealth Advisors INC.
June 2014 - March 2022 · 7 yrs 9 mos
Kovack Securities INC.Broker
February 2014 - August 2015 · 1 yr 6 mos
Financial Counseling CorporationBroker
October 2008 - December 2008 · 2 mos
Argentus Advisors, LLC
November 2006 - January 2015 · 8 yrs 2 mos
Argentus Securities, LLCBroker
August 2003 - February 2014 · 10 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
May 2002 - August 2003 · 1 yr 3 mos
Metlife Securities INC.
April 2001 - August 2002 · 1 yr 4 mos
Metlife Securities INC.Broker
April 2001 - August 2002 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
April 2001 - June 2002 · 1 yr 2 mos
Robert W. Baird & CO. Incorporated Broker
July 1997 - April 2001 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLC Broker
September 1996 - April 2001 · 4 yrs 7 mos
State Registrations7 states
FLGALANJNYPATX
Advisor
Exams
No exam information available for this advisor.