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Brandywine Oak Private Wealth LLC
SEC-regulated
Registered investment advisor
Brandywine Oak Private Wealth LLC is a registered investment adviser based in Kennett Square, Pennsylvania, providing investment advisory services since July 27, 2018. The firm offers financial planning, consulting, and investment and wealth management services. Clients are required to enter into written agreements setting forth the terms and conditions of the advisory relationship. Brandywine Oak Private Wealth tailors its services to meet individual client needs, with a focus on financial planning, consulting, and discretionary and/or non-discretionary management of investment portfolios. The firm may use independent investment managers to manage client assets and offers a variety of investment options, including exchange-traded funds, individual securities, and privately placed securities. Brandywine Oak Private Wealth may recommend the use of margin or securities-backed lines of credit for non-investment needs. The firm charges fixed fees for financial planning and consulting services, and annual fees based on assets under management for investment and wealth management services. Brandywine Oak Private Wealth is a fiduciary and exercises investment discretion for client accounts,
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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