TrueAdvisor
TrueAdvisor
NK
NK

Nathaniel Kalil

Singer Wealth Advisors LLC
6 Years of Experience
Boca Raton, FL
Sells Insurance
View SEC Summary
View SEC Summary

Nathaniel Kalil is a registered investment advisor at Singer Wealth Advisors LLC, based in Boca Raton, FL, with 6 years of industry experience. Nathaniel 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.

Singer Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
953 clients
Average Client Portfolio
$955K average
Assets Under Management
$910.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Nathaniel is an insurance agent selling insurance products and services since July 2024. This takes about half of his time, with approximately 20 hours spent during trading hours.

Employment History
Current Registrations
Singer Wealth Advisors LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2020 - July 2024 · 3 yrs 11 mos
State Registrations1 state
FL
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.
More Advisors
More financial advisors in Boca Raton, FL →All financial advisors in Florida →