TM
CFP

Tracy Brinker Mcguire

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
473 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$5,000 - $100,000

Brandywine Oak Private Wealth does not charge a separate fee for financial planning and consulting, as these services are included as part of Investment and Wealth Management fees. Investment and wealth management fees are based on the amount of assets under management. For certain clients, in lieu of a fee based on assets under management, Brandywine Oak Private Wealth will charge an annual fixed fee. These fees are negotiable, but range from $5,000 - $100,000 depending upon the scope and complexity of the services, time required to complete and the client's financial situation and objectives.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information

Office location

500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tracy is a trustee for her sister's trust account. She is also licensed as an independent insurance agent.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - June 2022 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1993 - July 2018 · 25 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1990 - July 2018 · 27 yrs 10 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.