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Singer Wealth Management

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Client assets under management

$118,997,543

Clients

135

27% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

68

High

Average 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

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Cash flow / budgeting

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Fee options

Percentage

$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

Project-based

$400 per hour, with a minimum fee of $4,000 for financial planning services

Other

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

More info

California · New York · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 206-300-7464

Advisors at this firm

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user avatar

Alicia S

ChFC®, Series 66

Seattle, WA

Singer Wealth Management

Alicia Singer is a financial advisor at Singer Wealth Management in Seattle, WA, holding the ChFC® and Series 66 designations with 11 years of industry experience. She has worked at Singer Wealth Management since 2018 and previously at Badgley Phelps Wealth Managers and Badgley Phelps Investment Managers. Singer Wealth Management provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business retirement plans. The firm focuses on fundamental analysis and a long-term investment strategy using low-cost, diversified mutual funds and ETFs, tailoring portfolios to clients’ goals and risk tolerance.

General retirement planning Income planning General tax planning Cash flow / budgeting
user avatar

Jose B

ChFC®, Series 65

Seattle, WA

Singer Wealth Management

Jose Barbosa is a financial advisor with Singer Wealth Management in Seattle, WA, holding the ChFC® designation and Series 65 license, with 20 years of industry experience. His prior roles include positions at LPL Financial and Badgley Phelps & Bell, where he worked for over 20 years. Singer Wealth Management is a state-registered investment adviser serving individuals, families, trusts, estates, and small-business retirement plans. The firm uses fundamental analysis and a long-term investment approach, focusing on low-cost, diversified mutual funds and ETFs, and provides fiduciary oversight along with in-house divorce financial expertise.

General retirement planning Income planning General tax planning Cash flow / budgeting
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