Michael Silver
Michael Silver is a CFP-designated registered investment advisor at Baron Silver Stevens Financial Advisors, LLC, based in Boca Raton, FL, with 31 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a partner in Gizmo Holdings LLC, a teacher at Florida Atlantic University, and a member of Creek Ridge LLC and SilPann LLC, which own real estate. He is also a financial advisor at Baron Silver Stevens Financial Advisors, selling life insurance and annuities, and an independent RIA registered investment advisor, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Baron Silver Stevens Financial Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Artzi Capital Management
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Allmerica Investments, INC.Broker
MML Investors Services, INC.Broker
Pension Investors Securities CorporationBroker
State Registrations35 states
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