Brandywine Financial Group provides investment advice to individuals and other clients. They offer comprehensive portfolio management, which includes financial planning, financial consulting, and retirement plan consulting. They create investment approaches based on client goals and risk tolerance, and monitor and rebalance portfolios regularly. They also offer access to digital assets.
Assets Under Management$140M
Clients211
Advisors2
Avg. per Client$640K
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1M+ | 1.00% |
The same fee schedule applies to the discretionary management of digital assets. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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