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Stephen Buehler

15 Years of Experience
Nashville, TN

Stephen Buehler is a registered investment advisor at Astra Ventures, based in Nashville, TN, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
52 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$134.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees may be negotiable depending on the size of the account, type of account, the level of client service required and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Nashville, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Astra Ventures
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Blackstone Advisory Partners L.P.Broker
April 2010 - July 2018 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - March 2010 · 1 yr 5 mos
State Registrations2 states
MSTN
Advisor

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.