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 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
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.
Exams
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