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Joseph Singer

20 Years of Experience
Eddyville, KY
1 DisclosureBroker

Joseph Singer is a registered investment advisor at Fifth Third Securities, INC., based in Eddyville, KY, with 20 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

418 Newman Circle, Eddyville, KY, 42038

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Other Business Activities

Joseph owns rental property in Madisonville, KY, which his wife manages. He spends minimal time on this activity, and it will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
September 2008 - Present · 18 yrs 1 mo
Fifth Third Securities, INC.Broker
September 2008 - Present · 18 yrs 1 mo
Previous Registrations
Edward Jones
July 2007 - September 2008 · 1 yr 2 mos
Edward JonesBroker
April 2006 - September 2008 · 2 yrs 5 mos
State Registrations17 states
ALARAZCAFLGAILINKSKYMAMIMOTNTXVAWV
AdvisorBrokerBoth

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.