Kristopher Moody
Kristopher Moody is a registered investment advisor at Baron Silver Stevens Financial Advisors, LLC, based in Boca Raton, FL, with 16 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 ActivitiesSells Insurance
Kristopher works full-time as a Wealth Advisor at Baron Silver Stevens Financial Advisors LLC. He also dedicates a few hours per week to life insurance and fixed annuities through the same firm and is a paid adjunct professor teaching financial and estate planning at Florida Atlantic University.
Employment History
Current Registrations
Baron Silver Stevens Financial Advisors, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial CorporationBroker
State Registrations25 states
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