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Carmelita Singh-Mayer
32 Years of Experience
Fort Lauderdale, FL
2 DisclosuresBroker
Carmelita Singh-Mayer is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
350 E Las Olas Blvd 19th Fl, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
January 2001Customer Dispute
December 2000Pending
Employment History
Current Registrations
Wells Fargo Advisors
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Clearing Services, LLC
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2008 - November 2012 · 4 yrs 1 mo
Morgan Keegan & Company, INC.Broker
October 2008 - November 2012 · 4 yrs 1 mo
Wachovia Securities, LLC
July 2003 - October 2008 · 5 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - October 2008 · 5 yrs 3 mos
Prudential Securities Incorporated
April 2001 - July 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
March 1996 - February 2001 · 4 yrs 11 mos
Northern Trust Securities, INC.Broker
September 1993 - March 1996 · 2 yrs 6 mos
State Registrations14 states
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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.