Tracy Mcguire
Tracy Mcguire is a CFP-designated registered investment advisor at Brandywine Oak Private Wealth LLC, based in Kennett Square, PA, with 35 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 473 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brandywine Oak Private Wealth offers investment and wealth management services for an annual fee based on the amount of assets managed. The fee is charged quarterly, in advance, based on the market value of the assets. The firm may negotiate a different fee rate for certain client holdings. For some clients, Brandywine Oak Private Wealth will charge an annual fixed fee ranging from $5,000 to $100,000, depending on the scope and complexity of services. This fee is negotiable and charged quarterly in advance. The fixed fee may increase by 3% each year if the gross performance of the assets in the previous year is greater than 3%.
Location
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348
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Regulatory 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.
Learn about disclosures →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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.