Evan G Mcleod

CFA

2 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net WorthBusiness Owners

Singer Wealth Advisors LLC

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 Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.50%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

July 1998

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Singer Wealth Advisors LLC

July 2025 - Present · 7 mos

Previous Registrations

Rwa Advisors

January 2024 - June 2025 · 1 yr 5 mos

Spire Securities, LLCBroker

February 2023 - July 2023 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.