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Steven Potter

Benjamin F. Edwards & Company, Incorporated
26 Years of Experience
Portland, OR
1 DisclosureBroker
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Steven Potter is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Portland, OR, with 26 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lincoln Center 10260 SW, Greenburg Rd, Suite 535, Portland, OR, 97223

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2013
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven acts as a custodian for Eugene Weitzel, which is investment-related. This requires minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
February 2016 - Present · 10 yrs 8 mos
Benjamin F. Edwards & Company, Incorporated
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
May 2013 - January 2016 · 2 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2013 - January 2016 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
October 2009 - May 2013 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations9 states
AZCAFLIDMIORTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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