Joseph Singer is a registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 206 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HC Advisors manages investment portfolios for a fee based on the value of your portfolio. The maximum fee is 1.5% per year, billed quarterly in advance. Some clients may pay a negotiated flat fee, ranging from $100 to $25,000 per quarter, depending on the complexity of their account and the time required to manage it. Fees may be negotiable, and accounts of members of the same household may be aggregated to potentially reduce the advisory fee.
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a managing partner at J.Singer & Co., LLC, a consulting firm, since 2020. He spends about 10-20% of his time providing CFO services to a family office and consulting board advisors.
Employment History
Current Registrations
Hc Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations1 state
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