Brandywine Oak Private Wealth LLC
Assets Under Management
$1.4B
Number of Clients
473
Number of Advisors
10
Average Client AUM
$3.0M
AUM per Advisor
$140.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brandywine Oak Private Wealth provides financial planning, consulting, and investment and wealth management services. They tailor their advisory services to individual client needs, focusing on risk tolerance, time horizon, and liquidity constraints. They may use independent investment managers and invest in various securities.
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
Location
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348