Nathan Mcduffee
Nathan Mcduffee is a CFP, ChFC-designated registered investment advisor at Oliver Wealth Management, based in Towson, MD, with 5 years of industry experience. Nathan 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
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.