Anjali Singh
Anjali Singh is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in San Rafael, CA, with 27 years of industry experience. Anjali is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
San Rafael, CA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anjali is licensed to sell malpractice insurance and works as an insurance broker for life and disability insurance, dedicating about half of her time to these activities. She also owns ASL Insurance Group, Inc. and assists with marketing, insurance coverage, and business planning for a pet sitting business.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.
Exams
More Advisors
- Jared Barnecut, CFPStewart Wealth Management, INC.
- Sabrina Lee, CFPFacet
- Lenore Rostoni, ChFCLPL Financial LLC
- Charles Pyfer, CFPWealthspire Advisors
- Samuel Gaeta, CFPMariner
- Tanya Steinhofer, CFA, CFPRedwood Grove Wealth Management