Steven Trachtenberg
Steven Trachtenberg is a registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 6 years of industry experience. Steven 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
Get directionsHistory
Regulatory History (2)
Regulatory
October 2018Criminal
September 2007Other Business ActivitiesSells Insurance
Steven uses SET Wealth to track insurance commissions and works as an insurance agent with multiple companies, earning commissions from insurance and annuity sales, dedicating nearly full-time hours to these activities. He also owns rental properties, Vineyards and Cimarron, with no involvement in day-to-day activities.
Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Singer Wealth Advisors INC.
State Registrations3 states
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.