Singer Wealth Advisors Llc
Boca Raton, Florida
5.0
14 Reviews
Singer Wealth Advisors LLC, based out of Boca Raton, FL, is a reputable local investment advisory firm serving a diverse clientele. With 15 total employees, 13 of whom specialize in investment advisory services, the company boasts a strong team of professionals dedicated to providing expert financial guidance. Each investment advisor at Singer Wealth Advisors manages an impressive average of approximately $10,760,000 in assets under management, showcasing their extensive expertise in wealth management. The firm's compensation structure is tailored to meet the needs of their clients, offering various options such as a percentage o...
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Assets Under Mgmt

$299.15M

Investment Professionals

13

Locations

3

% 401K & Individual

36%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
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