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