Steve Palmer
Steve Palmer is a registered investment advisor at Osaic Institutions, INC., based in Walpole, NH, with 29 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
11 Westminster Street, Walpole, NH, 03608
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2005Criminal
October 1986Other Business Activities
Steve is a secondary trustee for family members since October 2022, which requires minimal time. He will only become active under specific circumstances.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
Msi Financial Services, INC.
Metlife Securities, INCBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
Allstate Financial Services, LLCBroker
Jefferson Pilot Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.