Evan Mcleod
Evan Mcleod is a CFA-designated registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 3 years of industry experience. Evan 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 (1)
Criminal
July 1998Employment History
Current Registrations
Singer Wealth Advisors LLC
Previous Registrations
Rwa Advisors
Spire Securities, LLCBroker
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.
Exams
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