Assets Under Management
$571.2M
Number of Clients
781
Number of Advisors
15
Average Client AUM
$731K
AUM per Advisor
$38.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Singer Wealth Advisors offers portfolio management, financial planning, and retirement plan services. They provide investment advice on various securities, including mutual funds, fixed income, real estate funds, insurance products, equities, and alternative investments. They also offer services related to annuities, PPLI, PPVA, and pre-IPO investments. They may direct clients to third-party investment advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432