BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square, Pennsylvania
5.0
18 Reviews
Brandywine Oak Private Wealth LLC, a local investment advisory firm based in Kennett Square, PA, is renowned for its expertise in managing high net worth individuals' assets. With over 210 individual clients and an impressive $1,183,629,000 in assets under management, Brandywine Oak delivers tailored financial solutions to meet the unique needs of their affluent clientele.
Committed to providing exceptional service, Brandywine Oak Private Wealth LLC operates from two offices, ensuring convenient accessibility for their valued clients. While their assets under management predominantly comprise high net worth individual accounts, t...
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Assets Under Mgmt
$1.18B
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: FINANCIAL CONSULTING
Articles
Articles
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