JP
JP
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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 496 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
496 clients
Average Client Portfolio
$686K average
Assets Under Management
$340.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees range from 0.035% to 2.50% based on the value of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
901 Dulaney Valley Road, Suite 701, Towson, MD, 21204
Get directionsHistory
Regulatory History (1)
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Financial
December 2017Final
Employment History
Current Registrations
Oliver Wealth Management
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
The L. Warner Companies, INC
March 2022 - April 2024 · 2 yrs 1 mo
M Holdings Securities, INC.Broker
April 2021 - April 2024 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - March 2021 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - March 2021 · 3 yrs 6 mos
State Registrations2 states
MDTX
Advisor
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.
Exams
No exam information available for this advisor.
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