Filipp Kourenkov
Filipp Kourenkov is a registered investment advisor at Baron Silver Stevens Financial Advisors, LLC, based in Boca Raton, FL, with 17 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 Activities
Filipp works as a Portfolio Strategist for Baron Silver Stevens Financial Advisors LLC, assisting with economic and portfolio analysis, preparing reviews, and executing trades. This is a full-time commitment.
Employment History
Current Registrations
Baron Silver Stevens Financial Advisors, LLC
Osaic Wealth, INC.Broker
State Registrations1 state
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