Brandywine Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,381,696
Total clients
168
17% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
84
Average account size
$591,558
Client services
Fee options
Financial Planning: $500 to $15,000; Retirement Plan Consulting: $1,000 to $25,000
$0 - $500,000: 1.50% annually $500,000 - $750,000: 1.25% annually $750,000 - $1,000,000: 1.15% annually $1,000,000+: 1.00% annually
Management persons may sell securities for commissions; commission-based sales do not exceed 50% of firm revenue
Financial Planning: $250/hour; Retirement Plan Consulting: up to $350/hour
Fee-only: Financial Planning: $250/hour; Flat fees $500 to $15,000; Retirement Plan Consulting: hourly up to $350, flat fees $1,000 to $25,000, or up to 0.50% of plan assets
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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