Steven Buxbaum is a registered investment advisor at Portsea Investments, INC., based in Louisville, CO, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $57M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are generally negotiable, and may be waived or discounted at the discretion of the firm.
Fee Estimator
Location
Louisville, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a manager at Ysidro Capital Partners, a real estate investment firm, dedicating about 10-20% of his time, with minimal time during trading hours. He also serves as a non-voting member of the Investment Committee for Inner-City Arts, a non-profit, attending a couple of meetings per year.
Employment History
Current Registrations
Portsea Investments, INC.
Previous Registrations
Credit Suisse Securities (USA) LLC
UBS Financial Services INC.
State Registrations3 states
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.