DS
DS

David L Sutherland

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
781 clients
Average Client Portfolio
$731K average
Assets Under Management
$571.2M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are generally negotiable.

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

1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432

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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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Employment History
Current Registrations
Singer Wealth Advisors LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Morgan Stanley
March 2023 - June 2023 · 3 mos
Morgan StanleyBroker
February 2023 - June 2023 · 4 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.