RR
RR

Roy Daniel Rosner

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
781 clients
Average Client Portfolio
$731K average
Assets Under Management
$571.2M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Roy is the sole owner and employee of Futureproof Finances LLC, and may offer advice or products from that business. Clients should be aware of potential conflicts of interest, though Singer Wealth Advisors always acts in the client's best interest.

Employment History
Current Registrations
Singer Wealth Advisors LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Singer Wealth Advisors INC.
September 2018 - March 2022 · 3 yrs 6 mos
Futureproof Finances LLC
December 2013 - November 2018 · 4 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.