About BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a respected financial advisory firm that has been providing top-notch financial guidance to its clients for over 10 years. The firm is known for its team of experienced professionals who have extensive knowledge in various financial areas.
How does the advisor help clients – Key Takeaways:
- BARON SILVER STEVENS FINANCIAL ADVISORS, LLC provides personalized financial guidance to its clients based on their individual financial goals and needs.
- The firm offers a wide range of financial services, from investment management to retirement planning, to help clients achieve their financial objectives.
- BARON SILVER STEVENS FINANCIAL ADVISORS, LLC strives to build strong, long-lasting relationships with its clients by providing them with comprehensive and transparent financial advice.
Facts and Insights:
Here are some interesting facts and insights about BARON SILVER STEVENS FINANCIAL ADVISORS, LLC:
- The firm currently has over $500 million in assets under management (AUM).
- It is staffed by a team of 12 highly skilled financial advisors.
- BARON SILVER STEVENS FINANCIAL ADVISORS, LLC has been in business since 2009, making it one of the most established financial advisory firms in the area.
These numbers are publicly available and speak to the firm’s success in helping clients manage and grow their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Founded in 2009 |
Financial Services Offered:
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC offers a wide range of financial services to its clients:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Business planning
- College planning
Each service is tailored to the client’s specific needs and goals, ensuring that they receive the best possible financial advice and solutions.
Client Types:
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
- Non-profit organizations
The firm’s team of advisors has the expertise to serve each type of client effectively, taking into account their unique financial needs and goals.
Fees & Compensation:
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC strives to be transparent with its fees and compensation structure. The firm charges a percentage of AUM as an advisory fee, which is typically between 1-2% depending on the complexity of the client’s financial situation.
The firm also offers hourly consultation services for clients who only need occasional financial guidance, and they charge a flat fee for these services. The firm does not receive any commissions or incentives from investment products, ensuring that their recommendations are always in the client’s best interest.
Background:
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC was founded by three financial experts who shared a vision to provide comprehensive, personalized financial guidance to clients. With over 50 years of combined experience, the founders have built a team of advisors who are skilled and knowledgeable in various financial areas, making the firm a one-stop-shop for all financial needs.