Baron Silver Stevens Financial Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Baron Silver Stevens Financial Advisors offers personalized investment advisory services including wealth management platforms, third-party advisory services, and financial planning. The firm constructs portfolios based on client risk tolerance, investment objectives, and financial situations. They may recommend mutual funds, exchange-traded funds, equities, bonds, and options. Financial planning services include general consulting and ongoing retainer programs.
Assets Under Management$1B
Clients573
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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