Adam Osterman
Adam Osterman is a registered investment advisor at Empower Advisory Group, LLC, based in Jacksonville, FL, with 17 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.
Fee Estimator
Location
Jacksonville, FL
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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
Adam works in real estate at Heron Real Estate in Jacksonville, FL, spending a few hours per week on real estate-related duties. He also serves as a notary public for friends and family on an as-needed basis.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
State Registrations46 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.
Exams
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