Singer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$118,997,543
Clients
135
27% high-net worth
Advisors
2
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
68
HighAverage account size
$881,463
About
Singer Wealth Management is a small, state-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, estates and small-business retirement plans. The firm offers ongoing portfolio oversight through custodial brokerage accounts and also provides standalone financial planning engagements where implementation is at the client’s discretion.
The firm’s investment approach emphasizes fundamental analysis and a primarily long-term investment strategy, implemented largely with low-cost, diversified mutual funds and exchange-traded funds and adjusted to clients’ goals and risk tolerance. Singer Wealth Management serves as a fiduciary for retirement accounts, monitors portfolios regularly, and allows clients to place reasonable restrictions on investment holdings.
What distinguishes the firm from many peers is its in-house divorce financial expertise (a CDFA® designation among advisory personnel) combined with advanced financial-planning credentials (ChFC®), which the brochure highlights as part of its planning capabilities. The firm operates on a fee-only basis (no commissions or 12b-1 funds), does not recommend IPOs or non-traded REITs, and maintains an institutional custody relationship that provides access to certain institutional services and execution support.
Client services
Expertise
Fee options
$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.70% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000 - $24,999,999: 0.40% annually $25,000,000+: Negotiable
$400 per hour, with a minimum fee of $4,000 for financial planning services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for ongoing asset management services Fee-only: Fee-only advisory firm; no commissions or other compensation received
Main office location
Singer Wealth Management
Seattle WA, United States
Number of offices
2
Most active in
California · New York · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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