Kurt Stein is a registered investment advisor at Singer Wealth Advisors LLC, based in Passaic, NJ, 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 953 clients with $910M 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 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
Location
Passaic, NJ
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.