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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. |
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General Information |
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| States Willing to do Business in: |
Aberdeen,Aberdeen Proving Ground,Abingdon,Annapolis Junction,Baldwin,Baltimore,Bel Air,Belcamp,Brooklyn,Catonsville,Churchville,Clarksville,Cockeysville,Columbia,Curtis Bay,Dayton,Dundalk,Edgewood,Elkridge,Ellicott City,Essex,Fallston,Finksburg,Forest Hill,Fork,Fort George G Meade,Fort Howard,Freeland,Fulton,Gibson Island,Glen Arm,Glen Burnie,Glenelg,Glenwood,Glyndon,Gunpowder,Gwynn Oak,Halethorpe,Hampstead,Hanover,Highland,Hydes,Jarrettsville,Jessup,Joppa,Kingsville,Laurel,Linthicum Heights,Manchester,Marriottsville,Maryland Line,Middle River,Millersville,Monkton,New Freedom,Nottingham,Odenton,Owings Mills,Parkton,Parkville,Pasadena,Perry Hall,Perryman,Phoenix,Pikesville,Pylesville,Railroad,Randallstown,Reisterstown,Rosedale,Savage,Severn,Severna Park,Shrewsbury,Sparks Glencoe,Sparrows Point,Street,Sykesville,Upper Falls,Upperco,West Friendship,Westminster,White Hall,White Marsh,Windsor Mill,Woodbine,Woodstock
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Qualifications & Memberships |
| Financial Organization Memberships: |
Paladin Registry
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
Our fees start at 1% with breakpoints given both as assets
and relationships grow.
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| Compensation Methods: |
Based on Assets
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| Minimum Fee Charged for Managed Accounts: |
$500
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Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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Our clients pay as they go. We have no lock up periods. Clients can take their assets anytime. |
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| Q. |
What are your qualifications? What is your education background? |
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We like to make it interactive. We use RightCapital and send a link to the client inviting them to input their information. If clients prefer us to enter the information, we gladly do that as well. We like to present the plans in person on the computer to show multiple scenarios. |
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| Q. |
How are you compensated? How will I pay for your services? |
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The firm is managing 300-350 households. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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I'm the lead financial adviser; however, we have other folks on the team that will be utilized. |
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| Q. |
How many clients do you currently manage? |
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We charge an asset based fee. |
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| Q. |
Will you be the only person working with me? |
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We have discretionary authority unless you choose to take it away. |
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| Q. |
Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Depends on your risk tolerance, stage of life, and other factors. |
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| Q. |
Have you ever been charged with any breaches? |
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| Q. |
What is your approach to financial planning? |
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We charge an asset based fee. |
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| Q. |
What services do you offer? |
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You need someone with experience and knowledge to help navigate the financial landscape. You cannot afford to make a big mistake entering retirement. |
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| Q. |
Why should I choose you as my financial advisor? |
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I have over 20 years of experience leading financial teams as a SVP at Morgan Stanley and Merrill Lynch. I'm a graduate of Towson University with a major in business and a concentration in finance. |
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How do you charge for your services? |
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We offer asset management, retirement planning, financial planning, long-term care strategies, and niche solutions for business owners and attorneys. |
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What services do you provide? What are your specialties? |
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We offer asset management, retirement planning, financial planning, long-term care strategies, and niche solutions for business owners and attorneys. |
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What is your experience? How many clients do you currently manage? |
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I have over 20 years of experience leading financial teams as a SVP at Morgan Stanley and Merrill Lynch. I'm a graduate of Towson University with a major in business and a concentration in finance. The team currently manages between 300-350 households. |
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What financial institution(s) do you represent? |
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We are independent with custody relationships with Raymond James and TD Ameritrade. |
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What are your qualifications? |
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I have more than 20 years of experience in the wealth management space. I was a former SVP at both Morgan Stanley and Merrill Lynch. |
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| Q. |
What is your approach to 401 K plan rollovers? |
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We make sure the process is smooth from start to finish. Our team does a conference call with the former employer and the client to ensure everything is done correctly. We prepare an investment plan between the time the account is opened and the check arrives. We then confirm the implementation of that plan with the client. |
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| Q. |
How long does the process of rolling over a 401K plan usually take? |
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It varies with plan providers. Generally, it can be done in 5-10 business days. Some providers are faster. |
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What financial institutions do you represent? |
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We are independent fiduciary advisers. We custody through Raymond James and TD Ameritrade. |
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| Q. |
How many years of experience do you have? |
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What are your fees for this service? |
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| Q. |
How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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My firm is experienced and caring. We take the time to make sure every detail of the process is explained and handled correctly. |
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