Brandon Oliver
Brandon Oliver is a CFP-designated registered investment advisor at Arcwood Financial, LLC, based in Phoenix, AZ, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 21 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
In addition to the Combined Annual Fee, each client account is assessed a $50 per year administrative fee by Alphastar. Alternatively, Arcwood and client may agree to a negotiated total combined fixed annual fee rate that shall not exceed 1.3% of client’s assets under management.
Fee Estimator
Location
7250 N. 16th St, Suite 104, Phoenix, AZ, 85020
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Brandon is an agent/rep at Sunwest Retirement Consulting, a member of KNH Capital LLC, and an independent insurance agent. He also works as a sales associate at Sunwest Benefits Consulting Inc, a member of Smart Beta 401k LLC and Arcwood Financial LLC, and a retirement plan consultant at Arcwood Consulting.
Employment History
Current Registrations
Arcwood Financial, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited PartnerBroker
AXA Advisors, LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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.