Mark Palmer
Mark Palmer is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Santa Clara, CA, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
3945 Freedom Cir, Suite 450, Santa Clara, CA, 95054
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1999Customer Dispute
October 1998Other Business Activities
Mark engages in pro bono legal work, serves on the advisory board for the Mgrublian Center for Human Rights, and is a member of the marketing committee for Smulin Contemporary Ballet. All these activities require minimal time and are not investment-related.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Presidio Merchant Partners LLCBroker
Presidio Capital Advisors LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
State Registrations2 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.