MS
MS

Minnie Singh

20 Years of Experience
Toledo, OH
Broker

Minnie Singh is a registered investment advisor at Fifth Third Securities, INC., based in Toledo, OH, with 20 years of industry experience. Minnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3355 Secor Rd., Toledo, OH, 43606

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History

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
Fifth Third Securities, INC.
March 2015 - Present · 11 yrs 2 mos
Fifth Third Securities, INC.Broker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
July 1996 - October 2001 · 5 yrs 3 mos
Nationwide Advisory Services, INC.Broker
June 1992 - July 1996 · 4 yrs 1 mo
State Registrations27 states
AZCACOFLGAILINKYMAMDMIMNMONCNMNVNYOHORPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.