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
Brandywine Oak Private Wealth provides financial planning, consulting, and investment and wealth management services. They tailor their advisory services to individual client needs and objectives, offering both discretionary and non-discretionary management of investment portfolios. They may use independent investment managers and invest in various securities, including ETFs and individual debt and equity securities.
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348