Baron Silver Stevens Financial Advisors, LLC

Baron Silver Stevens Financial Advisors, LLC is a registered investment adviser based in Boca Raton, Florida, providing personalized investment advisory services since 2000. The firm offers Vision2020 Wealth Management Platforms, Third Party Advisory Services, Financial Planning Services, and On-Going Retainer Services. Clients can enroll in the Advisor Managed Portfolios program on a discretionary or non-discretionary basis, allowing the firm to manage their accounts without prior approval for each transaction. The firm also offers the Wealth Management Platform - SMA and UMA Account Program and the Model Portfolio Strategists Program. Baron Silver Stevens primarily recommends mutual funds, Exchange Traded Funds (ETFs), equities, bonds, options, and other investments based on client goals and objectives. The firm charges fees based on assets under management, with fees ranging from 1% to 0.50% depending on the account size. Clients are encouraged to review account statements, and the firm does not participate in performance-based fees or side-by-side management. The firm requires a minimum account size of $500,000, which may be waived under certain circumstances. Clients are provided with continuous management services and account reviews to ensure services align with their investment needs and objectives. Baron Silver Stevens Financial Advisors, LLC does not have any reportable disciplinary information and maintains a Code of Ethics to protect clients' interests. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Clients' assets are held at Pershing, LLC, and the firm exercises limited custody over funds. Clients are encouraged to review the firm's privacy policy and consider IRA rollover options before making decisions.