Brandywine Oak Private Wealth Review


Trust Score 82%
Trust Score info_outline
Share

Brandywine Oak Private Wealth, federally registered in 2018, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 6 advisors. Brandywine Oak Private Wealth manages $510.3 million and provides investment advisory services for 512 clients (1:86 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.50% to 1.50% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 86 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 0 years

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $510.3 million
Average Account AUM $996,771
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.50% to 1.50% of AUM.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:86
Headquarters Kennett Square, PA
SEC Filings Forms and Brochures


Questions & Answers



Get answers about Brandywine Oak Private Wealth


Ask a question question_answer


Feedback