Oliver Wealth Management offers wealth management services including investment management, financial planning, and other advisory services to individuals, high net worth individuals, corporations, trusts, and estates. Oliver Wealth provides customized investment advisory solutions through continuous personal client contact and interaction while providing discretionary investment management and related advisory services. Oliver Wealth works closely with each client to identify their investment goals and objectives along with their risk tolerance and financial situation in order to select a suitable portfolio strategy.
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.