Steven Bailey
Steven Bailey is a registered investment advisor at Osaic Wealth, INC., based in Salem, OH, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
992 East State St, Salem, OH, 44460
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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 ActivitiesSells Insurance
Steven owns Bailey Financial Planning, offering investment, insurance, estate planning, and tax services. He also owns Sabatino Cabinet LLC and is involved with several other entities including Salem Community Foundation, oil and gas wells, a tree farm, rental properties, trusts, and a township entity, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
1717 Capital Management CompanyBroker
Questar Capital Corporation
Questar Capital CorporationBroker
Walnut Street Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations16 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.