Kurt Stein is a registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 26 years of industry experience. Kurt 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 (3)
Customer Dispute
December 2021Customer Dispute
December 2019Customer Dispute
August 2010Other Business Activities
Kurt is the Managing Member of Skymount LLC, providing fundraising, job placement, and administrative services to religious organizations. He also provides occasional referrals to Aandar, a mortgage broker.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Quint Capital CorporationBroker
Quint Capital Management
Palladium Capital Advisors, LLCBroker
National Asset Management, INC.
National Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations1 state
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.