Singer Wealth Management (SWM) provides investment management and financial planning services tailored to individuals, families, trusts, estates, and small businesses. SWM creates customized financial plans and investment strategies based on client goals, risk tolerance, and financial situations. SWM primarily uses low-cost, diversified mutual funds and exchange-traded funds (ETFs) to achieve client investment goals.
Assets Under Management$120M
Clients135
Advisors2
Avg. per Client$880K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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