Joseph Plume is a registered investment advisor at Oliver Wealth Management, based in Towson, MD, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 578 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oliver Wealth Management's wealth management fees range from 0.035% to 2.50% annually, based on the market value of your portfolio. Fees are paid quarterly, in advance. Fees are negotiable. Clients participating in the Participant Account Management Program will be assessed the same fee.
Location
901 Dulaney Valley Road, Suite 701, Towson, MD, 21204
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Regulatory History (1)
Financial
December 2017Employment History
Current Registrations
Oliver Wealth Management
Previous Registrations
The L. Warner Companies, INC
M Holdings Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.