Top financial advisors in Kennett Square, PA
We’ve curated a list of the best financial advisors in Kennett Square, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,183,628,982
Number of advisors
12 advisors
| $1,183,628,982 | 12 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kennett Square, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kennett Square. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Brandywine Oak Private Wealth LLC
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,
$1,183,628,982 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersFinancial Consulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Kennett Square, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kennett Square. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.