Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348
Get directionsRegulatory History
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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Alison works as an advisor for Brandywine Oak Private Wealth, providing financial planning and investment advice, dedicating full-time hours to this role. She also serves as Owner/Co-CEO of Brandywine Oak Private Tax Advisory, spending minimal time providing operational support and collaborating with tax professionals.