Ronald Silverman
Ronald Silverman is a CFP-designated registered investment advisor at Creative Financial Planning Advisors, INC., based in South Bend, IN, with 50 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 77 clients with $29M 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 $30K | 2.00% |
| $30K - $75K | 1.75% |
| $75K - $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
All fees are subject to negotiation with each client.
Fee Estimator
Location
5652 Yellow Wood Drive, South Bend, IN, 46614-5565
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1982Other Business ActivitiesSells Insurance
Ronald is the President, CEO, and 100% owner of Creative Financial Planning Advisors, Inc., a fee-only RIA firm, dedicating full-time hours. He also serves as CFO and 5% owner of 2W Technologies, spending a few hours per week, and does minimal income tax consulting as a self-employed owner.
Employment History
Current Registrations
Creative Financial Planning Advisors, INC.
Previous Registrations
Capital Financial Services, INC.Broker
Charter Securities CorporationBroker
Lowry Financial Services CorporationBroker
Chubb Securities CorporationBroker
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.