Joel Levy
Joel Levy is a PFS-designated registered investment advisor at Baron Silver Stevens Financial Advisors, LLC, based in Boca Raton, FL, with 26 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
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 Activities
Joel is the owner of Joel I Levy CPA PLLC, working as a tax and small business consultant nearly full-time. He also serves in various volunteer roles, including board member for the Chamber of Commerce and CommunityWorx, and treasurer for the Chapel Hill Library Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Baron Silver Stevens Financial Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Prime Capital Services, INC.Broker
State Registrations6 states
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.