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.
Qualifications & Memberships
|Financial Organization Memberships:||Paladin Registry|
|Registered Investment Advisor:||Yes|
|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|
Compensation and Fees
|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|
|Bachelor of Science - Business Admin.||
Towson University - Towson, MD
With over 20 years of experience, Brandon has learned that most clients want the same thing: an honest relationship with a professional who genuinely wants to help them achieve their goals. And so, wanting to fulfill that mandate, Brandon founded Oliver Wealth Management, a firm free of conflicts of interest and Old Wall Street bias. Unlike firms that are focused on selling products, Oliver Wealth Management is focused on one thing the financial success of its clients.
Brandon's interest in finance and investing began in college, and his entrepreneurial spirit and desire to build led him into the brokerage business. Brandon credits his father, Richard, for instilling the belief that he can be successful against enormous odds. Armed with a Bachelor of Science Brandon graduated from Towson University on a Monday and started his career with Morgan Stanley on a Tuesday. Brandon started in a class of 280 trainees at 2 World Trade Center in New York. After three weeks of training, he started his career in downtown Baltimore with a phone and a Criss Cross directory. After 3 years, 35 trainees remained and Brandon finished #1 in the class. He was National Sales Director award winner each of his first 3 years with Morgan.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Aberdeen||Aberdeen Proving Ground|
|Fork||Fort George G Meade|
|Glen Arm||Glen Burnie|
|Maryland Line||Middle River|
|Sparks Glencoe||Sparrows Point|
|White Hall||White Marsh|
Highest award given to new financial advisers at Morgan Stanley.