Nathan Mcduffee
Nathan Mcduffee is a CFP, ChFC-designated registered investment advisor at Oliver Wealth Management, based in Towson, MD, with 6 years of industry experience. Nathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
901 Dulaney Valley Road, Suite 701, Towson, MD, 21204
Get directionsHistory
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 ActivitiesSells Insurance
Nathan sells life insurance, long-term care insurance, and fixed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Oliver Wealth Management
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Kalos Management
Kalos Capital, INC.Broker
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.
Exams
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