John Oliver
John Oliver is a registered investment advisor at Agile Wealth Partners, based in Northville, MI, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 36 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.85% |
The management fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Location
Northville, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2019Other Business ActivitiesSells Insurance
John is an independent insurance agent selling fixed annuities and life insurance, dedicating about 10-20% of his time. He also owns Agile Wealth Partners, LLC, providing marketing and consulting services, taking about half his time.
Employment History
Current Registrations
Agile Wealth Partners
Previous Registrations
Executive Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations1 state
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.