BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a prominent investment advisory firm based in Boca Raton, FL. With a solid track record and an extensive client base, they cater to over 140 individual clients and manage assets worth over $732,747,000. Operating from their single office, the firm offers a range of services including investment management and acts as an insurance broker or agent.
While BARON SILVER STEVENS serves a diverse client base, the majority of their assets under management are derived from high net worth individuals. Notably, they possess the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Around 84% of the assets they manage are under discretionary management, showcasing their expertise in making investment decisions on behalf of their clients.
The firm employs a team of ten dedicated professionals, with seven of them specializing in providing investment advisory services. On average, each investment advisor manages approximately $104,680,000 in assets, which aligns with the industry average. BARON SILVER STEVENS also boasts a core group of seasoned advisors, including Kristopher Moody, Joel Levy, and Michael Silver, who have demonstrated long-term commitment and expertise in the field.
BARON SILVER STEVENS operates under a comprehensive compensation structure, offering multiple options to clients, such as a percentage of assets under management, hourly charges, fixed fees, and commissions. This allows them to tailor their services to meet the unique needs and preferences of each client, fostering a strong and trusted relationship.
With their solid reputation, diverse range of services, and skilled team of advisors, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC continues to provide exceptional financial guidance and support to their valued clients in the Boca Raton area and beyond.