Singer Wealth Advisors LLC
Assets Under Management
$571.2M
Number of Clients
781
Number of Advisors
15
Average Client AUM
$731K
AUM per Advisor
$38.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Singer Wealth Advisors LLC offers investment advisory services to individuals, high-net-worth individuals, corporations, and pension/profit-sharing plans. Services include portfolio management, financial planning, and access to third-party platforms and sub-advisors. They invest in various securities, including mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
The standard annual advisory fee is 2.00% on the first $1,000,000 of assets under management and 1.50% on assets above $1,000,000. These fees are negotiable. Fees are calculated quarterly in arrears based on the account value on the last business day of the previous quarter. Fees are directly withdrawn from client accounts with written permission, or may be invoiced. Cash Management Account fees are up to 0.50% with a minimum initial household investment of $250,000. Tactical Management Account fees are up to 2.00%.
Areas of Practice
Location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432