RS

Richard S. Singer

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
310 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Hourly Rate:$100 - $500/hr

Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.1% per year, subject to negotiation. Financial planning is offered at an hourly rate between $100 and $500, depending on the advisor's experience, or a negotiated flat fee. Planning fees may be waived if a client implements the plan through SB Capital Management. Private equity and hedge fund fees vary as described in the brochure.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

6345 Balboa Blvd., Building 4, Suite 375, Encino, CA, 91316

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sb Capital Management, INC.
July 2003 - Present · 22 yrs 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Richard S. Singer - Financial Advisor | AdvisorDiscover