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Michael Henley

Advisor at Brandywine oak Private Wealth LLC

Updated today
Brandywine oak Private Wealth LLC logo

Firm

Brandywine oak Private Wealth LLC

Location

Kennett Square, PA 19348

Credentials

CFP®, Series 66

Industry experience

15 years

About

Michael Henley is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He is a member of the team at Brandywine Oak Private Wealth LLC, where he has worked since 2018. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Wyeth Private Wealth, and Bank of America/Merrill Lynch. Henley serves as a trust protector for certain client trusts and sits on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and investment management through diversified, low-cost asset allocations and model portfolios. The firm manages over $1.4 billion in client assets and incorporates tax minimization and behavioral finance considerations into its investment approach.

Client services

Based on Brandywine oak Private Wealth LLC

Financial planning Portfolio management Selection of other advisers Financial consulting

Expertise

Based on Brandywine oak Private Wealth LLC

General retirement planning General tax planning Passive / index investing Wealth management Retirement withdrawal strategies

Fee options

Fixed

Annual fixed fees range from $5,000 to $100,000, negotiable based on scope and complexity, charged quarterly in advance.

Percentage

Negotiable based on size and complexity; no fixed tiers explicitly stated

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.

Performance-based

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%.

Location

500 Old Forge Lane, Suite 501

Kennett Square, PA 19348

Most active in

Pennsylvania · Texas

Work history

Brandywine Oak Private Wealth

2018 - Present (8 years)

Purshe Kaplan Sterling Investments

2018 - 2024 (6 years)

Wyeth Private Wealth, Llc

2018 - 2018 (1 year)

Bank of America/MERRILL LYNCH

2007 - 2018 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Li M

Series 65

Wilmington, DE

Annova LLC

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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Mark M

Series 65

Glen Mills, PA

Keystone Wealth Management Services Inc

Trust structures (GRAT, IDGT, revocable) Wealth management
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