Christopher Oland is a registered investment advisor at Harmony Wealth Advisors, LLC, based in Edgewater, MD, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 25 clients with $7.9M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable. Minimum annual fee of $1,250 may apply for clients that do not meet the $100,000 account minimum.
Fee Estimator
Location
48 S South River Road, Suite 101, Edgewater, MD, 21037
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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
Christopher is a passive 10% owner of Preserve, a restaurant, and the President of Southern Maryland Little League, each requiring minimal time. He also provides seasonal accounting support for Harmony Group, Inc., dedicating about a quarter of his time.
Employment History
Current Registrations
Harmony Wealth Advisors, LLC
Previous Registrations
LPL Financial LLC
Morgan Stanley Smith Barney LLC
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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