Keith Singer is a CFP-designated registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 29 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 909 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on total managed assets and complexity of services. They also offer cash management accounts with fees up to 0.50% and tactical management accounts with fees up to 2.00%.
Fee Estimator
Location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2018Customer Dispute
October 2003Other Business Activities
Keith owns and oversees operations for Singer Wealth and Singer Wealth Advisors LLC, spending about half of his time on these activities. He is also the President of Keith Singer P.A. and Insured Returns LLC.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Singer Wealth Advisors INC.
Kovack Securities INC.Broker
Financial Counseling CorporationBroker
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Jefferson Pilot Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 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.