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Brandon Oliver

Oliver Wealth Management

901 Dulaney Valley Road, Suite 701

Towson, MD 21204
(410) 3437125

Small firm service with big firm capabilities

About Oliver Wealth Management

Wealth Management with a Difference

Accumulating wealth is only part of the equation, but that?s what most financial advisors focus on. So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better.

That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation and income distribution.

General Information

Firm Start Year

2016

No.of Employees

5-9

CRD#

3251099

Firm CRD#

25536

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Financial Organization Memberships

Paladin Registry

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Fee % Based on Assets

1%

Additional Details on Charges

Our fees start at 1% with breakpoints given both as assets and relationships grow.

Minimum Fee Charged for Managed Accounts

$500

Education

Bachelor of Science - Business Admin.

Towson University
1995 - 1999