Singer Wealth Advisors offers ongoing portfolio management, financial planning, cash management, tactical trading strategies, and retirement plan consulting. The firm builds customized portfolios based on each client's individual goals, risk tolerance, and time horizon, utilizing a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, real estate funds, annuities, options, and alternative investments. Singer Wealth Advisors also provides access to third-party money managers and handles specialized products like private placement life insurance and private placement variable annuities. Operating as a registered investment advisor, the firm is legally required to act in your best interest. Client accounts are held with qualified independent custodians such as Charles Schwab.
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%.