Connor Knox is a CFP-designated registered investment advisor at Brandywine Oak Private Wealth LLC, based in Kennett Square, PA, with 2 years of industry experience. Connor 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
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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.
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Current Registrations
Brandywine Oak Private Wealth LLC
Previous Registrations
Corient
State Registrations2 states
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