Brandywine Oak Private Wealth offers financial planning, consulting, and investment and wealth management services. Financial planning includes business, retirement, cash flow, estate, charitable, educational, tax, and insurance planning. Investment management includes discretionary or non-discretionary management of investment portfolios, potentially using independent investment managers and model portfolios. They primarily invest in exchange-traded funds, individual debt and equity securities, and may recommend privately placed securities.
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%.