Singer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates and small businesses, including retirement plans. The firm offers discretionary portfolio management and customized financial planning delivered through independent custodians and acts as a fiduciary when advising retirement accounts.
The firm’s investment approach emphasizes fundamental analysis and a primarily long-term orientation, implementing diversified, low-cost mutual funds and ETFs while accommodating legacy positions as appropriate. Singer Wealth Management gathers client information through in-depth interviews to craft tailored plans, maintains discretionary trading authority, and conducts regular monitoring with periodic reviews.
Operating with a small advisory team and managing roughly $119 million in discretionary assets, the firm combines a boutique advisory model with an institutional custody relationship that provides research and operational benefits. Distinctive features include an hourly-based financial planning engagement structure with an upfront payment arrangement, a requirement for a minimum account size and minimum annual advisory fee for ongoing management, exclusion of IPOs and non-traded REITs from its investable menu, and operational practices for direct fee deduction and standing letters of authorization in line with SEC guidance.
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 for financial planning services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for investment management services; $4,000 minimum fee for financial planning Fee-only: Financial planning services charged at $400 per hour
Main office
Seattle WA
Advisors at this office
3
Most active in
California · Montana · New York · Texas · Washington
Also doing business as
Singer Wealth Management · Singer Wealth Management, LLC
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.
Quick links
Advisors at this firm
Kara B
Series 63, Series 66
Seattle, WA
Singer Wealth Management
Kara Branson is a financial advisor at Singer Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and UBS Financial Services. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term investing through diversified, low-cost mutual funds and ETFs, offering discretionary portfolio management and tailored financial planning delivered via independent custodians.
Alicia S
ChFC®, Series 66
Seattle, WA
Singer Wealth Management
Alicia Singer is a ChFC® and Series 66 holder with 12 years of experience in the financial services industry. She has worked at Singer Wealth Management since 2018 and previously spent two years at Badgley Phelps Wealth Managers. Alicia is based in Seattle, WA. Singer Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, and small businesses, including retirement plans. The firm employs a long-term, fundamental analysis approach, using diversified, low-cost mutual funds and ETFs, and operates with a boutique advisory model managing approximately $119 million in discretionary assets.
Jose B
ChFC®, Series 65
Seattle, WA
Singer Wealth Management
Jose Barbosa is a financial advisor at Singer Wealth Management with 20 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at LPL Financial, self-employment, and Badgley Phelps & Bell DBA Badgley Phelps Wealth Managers. Singer Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach using diversified, low-cost mutual funds and ETFs while offering tailored financial plans and discretionary portfolio management.
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