BS
BS

Brian Singer

9 Years of Experience
Brownsburg, IN
Sells Insurance

Brian Singer is a registered investment advisor at Howard Bailey Securities, LLC, based in Brownsburg, IN, with 9 years of industry experience. Brian 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 2 more. Their firm serves 1,707 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,707 clients
Average Client Portfolio
$284K average
Assets Under Management
$484.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

480 E. Northfield Drive, Suite 200, Brownsburg, IN, 46112

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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 ActivitiesSells Insurance

Brian is the President & CEO of Brian Singer Corp, operating as Singer Financial Group and Singer Financial, since 1994. He is involved in annuity and life insurance sales, dedicating full-time hours to this role.

Employment History
Current Registrations
Howard Bailey Securities, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ae Wealth Management, LLC
November 2016 - October 2022 · 5 yrs 11 mos
State Registrations1 state
IN
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.