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Joseph Singer

Hc Advisors LLC
24 Years of Experience
Sandy Springs, GA
View SEC Summary
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Joseph Singer is a registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $500M in assets under management.

Hc Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
206 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$500.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.

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

750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328

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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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Other Business Activities

Joseph is a managing partner at J.Singer & Co., LLC, a consulting firm, since 2020. He spends about 10-20% of his time providing CFO services to a family office and consulting board advisors.

Employment History
Current Registrations
Hc Advisors LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2020 · 10 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2020 · 10 yrs 8 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2005 - March 2007 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - March 2007 · 1 yr 8 mos
First Union Securities, INC.Broker
October 1999 - March 2002 · 2 yrs 5 mos
First Union Capital Markets CORP.Broker
October 1998 - October 1999 · 1 yr
State Registrations1 state
GA
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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