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Steven Singer

6 Years of Experience
Baden, PA

Steven Singer is a registered investment advisor at War Streets Capital, LLC, based in Baden, PA, 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 Investment Management. Their firm serves 14 clients with $8.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$616K average
Assets Under Management
$8.6M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.55%

Fees may be negotiated with each client.

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

History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven owns and manages Singer Investment Group, a real estate rental/management company, since 2015. He dedicates minimal time to this activity.

Employment History
Current Registrations
War Streets Capital, LLC
September 2019 - Present · 6 yrs 8 mos
State Registrations2 states
NYPA
Advisor

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.
Steven Singer - Financial Advisor | TrueAdvisor