Roy Rosner is a registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 12 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 909 clients with $780M 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 negotiable based on total managed assets and complexity of services. They also offer cash management accounts with fees up to 0.50% and tactical management accounts with fees up to 2.00%.
Fee Estimator
Location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
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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 Activities
Roy is the sole owner and employee of Futureproof Finances LLC, and may offer advice or products from that business. Clients should be aware of potential conflicts of interest, though Singer Wealth Advisors always acts in the client's best interest.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Singer Wealth Advisors INC.
Futureproof Finances LLC
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.