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How does the advisor help clients – Key Takeaways:
SINGER WEALTH ADVISORS LLC is a team of experienced financial experts dedicated to helping clients achieve their financial goals. They offer personalized financial planning and investment management services to individuals and families, as well as corporations and non-profits.
- Comprehensive Financial Planning: The advisors at SINGER WEALTH ADVISORS LLC work closely with clients to create customized financial plans that align with their unique needs and goals. This includes retirement planning, tax planning, estate planning, education planning, and more.
- Investment Management: With a focus on risk management, the advisors at SINGER WEALTH ADVISORS LLC create well-diversified investment portfolios for their clients. They conduct thorough research and regularly monitor and adjust investments to help clients achieve their financial objectives.
- Ongoing Support and Education: SINGER WEALTH ADVISORS LLC believes in providing ongoing support and education to their clients. They strive to educate clients on financial matters and empower them to make informed decisions about their money.
Facts and Insights
SINGER WEALTH ADVISORS LLC was founded in 2003 by John Singer, a highly experienced financial professional with over 20 years of experience in the industry. The firm is based in New York City and serves clients across the United States.
The following table shows the firm’s assets under management, number of advisors, and years in business.
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Solutions
Client Types
SINGER WEALTH ADVISORS LLC serves a diverse range of clients, including:
- High net worth individuals and families
- Business owners
- Executives
- Closely-held businesses and their owners
- Foundations and endowments
- Corporations and non-profits
Fees & Compensation
SINGER WEALTH ADVISORS LLC charges a fee based on a percentage of assets under management. This fee varies depending on the services provided and the complexity of the client’s financial situation. The firm operates on a fiduciary standard, meaning they always act in the best interest of their clients.
Background
John Singer, the founder of SINGER WEALTH ADVISORS LLC, has been in the financial services industry since 1995. He holds the Chartered Financial Analyst (CFA) designation, a globally recognized professional certification for finance and investment professionals. The team at SINGER WEALTH ADVISORS LLC has a diverse range of backgrounds and expertise, allowing them to provide comprehensive and personalized financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SINGER WEALTH ADVISORS LLC is required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean disciplinary record and operates with full transparency and integrity.