Michael Singer
Michael Singer is a registered investment advisor at Singer, Leemon & Associates, INC., based in Fernandina Beach, FL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Singer, Leemon & Associates does not directly manage investments. Instead, they recommend third-party investment advisors. The fee for this recommendation service ranges from 0.5% to 1% annually, depending on the size and complexity of your account. This fee is negotiable and is paid either monthly or quarterly, deducted directly from your investment account by the third-party advisor.
Location
Fernandina Beach, FL
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Regulatory History (3)
Customer Dispute
May 2013Customer Dispute
April 2013Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Michael is an independent insurance agent.
Employment History
Current Registrations
Singer, Leemon & Associates, INC.
Previous Registrations
Chicago Capital Management Advisors, LLC
Lasalle St. Investment Advisors, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.