Singer, Leemon & Associates, Inc. recommends third-party investment advisors to clients based on their individual needs and goals. They also offer financial planning services, including tax strategies, insurance planning, and retirement cash flow options, at no additional fee. The firm monitors client accounts with the third-party advisors and acts as the client's primary financial advisor.
Fee Structure
Singer, Leemon & Associates does not directly manage investments. Instead, they recommend third-party investment advisors. The fee for this recommendation service ranges from 0.5% to 1% annually, depending on the size and complexity of your account. This fee is negotiable and is paid either monthly or quarterly, deducted directly from your investment account by the third-party advisor.