Kurt Stein

Singer Wealth Advisors LLC

25 Years of Experience

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Firm Information

Singer Wealth Advisors LLC

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 Fees are calculated quarterly and can be withdrawn directly from your account.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%.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432

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Regulatory History (3)

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.

Customer Dispute

December 2021

Settled

Customer Dispute

December 2019

Settled

Customer Dispute

August 2010

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Kurt is the Managing Member of Skymount LLC, providing fundraising, job placement, and administrative services to religious organizations. He also provides occasional referrals to Aandar, a mortgage broker.