DS
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 Fees are calculated quarterly and can be withdrawn directly from your account.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
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.
Learn about disclosures →Employment History
Current Registrations
Singer Wealth Advisors LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan Stanley
March 2023 - June 2023 · 3 mos
Morgan Stanley Broker
February 2023 - June 2023 · 4 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.