LQ
CFP

Lisa Lynne Quadrini

27 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
Loading...

Advisor Information

Office location

Kiawah Island, SC

Get directions
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.

Learn about disclosures →
Other Business Activities

Lisa serves as trustee for her mother's trust, a role she has held since 2008. This investment-related activity requires minimal time.

Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2016 - April 2021 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC Broker
February 2016 - April 2021 · 5 yrs 2 mos
UBS Financial Services INC.
September 2008 - March 2016 · 7 yrs 6 mos
UBS Financial Services INC. Broker
September 2008 - March 2016 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2001 - October 2008 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 1999 - October 2008 · 9 yrs 4 mos
Mellon Financial Markets, INC.Broker
August 1998 - April 1999 · 8 mos
State Registrations2 states
PASC
Advisor
Exams
No exam information available for this advisor.