Michael Edelman
Michael Edelman is a CFP-designated registered investment advisor at Baron Silver Stevens Financial Advisors, LLC, based in Boca Raton, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 573 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable based on account size, complexity, prior relationships and related account holdings.
Fee Estimator
Location
4800 N. Federal Highway, Suite 210-A, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2003Customer Dispute
July 2001Other Business Activities
Michael works as a Registered Assistant/Investment Adviser for Baron Silver Stevens, dedicating full-time hours to this role. He also serves as power of attorney for his elderly parents, assisting with their finances and managing their accounts, which requires minimal time.
Employment History
Current Registrations
Baron Silver Stevens Financial Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
John Hancock Distributors LLCBroker
Sig Advisors, L.L.C.
Sig Securities, L.L.C.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Securities America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.