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KS
CFP
KS
CFP

Keith Singer

Singer Wealth Advisors LLC
30 Years of Experience
Boca Raton, FL
2 Disclosures
View SEC Summary
View SEC Summary

Keith Singer is a CFP-designated registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 30 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 953 clients with $910M in assets under management.

Singer Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
953 clients
Average Client Portfolio
$955K average
Assets Under Management
$910.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are generally negotiable based on total managed assets and overall complexity. Other strategies like Cash Management charge up to 0.50%, while Tactical Management and PPLI/PPVA charge up to 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2018
Customer Dispute
October 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Investacorp Advisory Services INC
July 2016 - April 2018 · 1 yr 9 mos
Investacorp, INC.Broker
August 2015 - April 2018 · 2 yrs 8 mos
Singer Wealth Advisors INC.
June 2014 - March 2022 · 7 yrs 9 mos
Kovack Securities INC.Broker
February 2014 - August 2015 · 1 yr 6 mos
Financial Counseling CorporationBroker
October 2008 - December 2008 · 2 mos
Argentus Advisors, LLC
November 2006 - January 2015 · 8 yrs 2 mos
Argentus Securities, LLCBroker
August 2003 - February 2014 · 10 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
May 2002 - August 2003 · 1 yr 3 mos
Metlife Securities INC.
April 2001 - August 2002 · 1 yr 4 mos
Metlife Securities INC.Broker
April 2001 - August 2002 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
April 2001 - June 2002 · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
July 1997 - April 2001 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 1996 - April 2001 · 4 yrs 7 mos
State Registrations7 states
FLGALANJNYPATX
Advisor

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.
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