Advisor at Brandywine oak Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brandywine oak Private Wealth LLC
Location
Kiawah Island, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Lisa Quadrini is a CFP® professional with 27 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and WELLS FARGO Advisors, LLC. She also serves as a trustee for a family trust. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm manages over $1.4 billion in client assets and employs a goal-oriented, broadly diversified investment approach emphasizing low-cost asset allocations, tax minimization, and behavioral finance considerations.
Based on Brandywine oak Private Wealth LLC
Based on Brandywine oak Private Wealth LLC
Annual fixed fees range from $5,000 to $100,000, negotiable based on scope and complexity, charged quarterly in advance.
Negotiable based on size and complexity; no fixed tiers explicitly stated
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Performance-based fees charged to qualified clients as a share of capital gains or appreciation; fees increase by 3% annually if prior year gross performance exceeds 3%.
Kiawah Island, SC
Pennsylvania · South Carolina
Brandywine oak Private Wealth LLC
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO Advisors, LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Series 65, Series 66
Johns Island, SC
Baker Wealth Advisors, LLC.
Series 63, Series 65
Charleston, SC
Carolopolis Fiduciary Counsel, Inc.
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