Singer Wealth Advisors offers portfolio management and financial planning services. Portfolio management is tailored to individual client goals and risk tolerance. They also offer sub-advisory services to other investment advisory firms. Financial planning covers investment, insurance, tax, retirement, and college planning. Singer Wealth Advisors may recommend non-publicly traded alternative investments to qualified investors.
Assets Under Management$780M
Clients909
Advisors20
Avg. per Client$860K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on total managed assets and complexity of services. They also offer cash management accounts with fees up to 0.50% and tactical management accounts with fees up to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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