David Friedland
David Friedland is a registered investment advisor at Singer Wealth Advisors LLC, based in Aventura, FL, with 14 years of industry experience. David 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
20900 NE 30th Ave #600, Aventura, FL, 33180
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
David is involved in numerous investment-related entities, including hedge fund consulting and fund of funds management, dedicating minimal time to each. He also owns DRF Management LLC, where he sells insurance products, spending about half of his time on this activity.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
303 Alternatives, LLCBroker
Equity Station, INC.Broker
Equity Station, INC.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.
Exams
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