Tracy Mcguire
Tracy Mcguire is a CFP-designated registered investment advisor at Brandywine Oak Private Wealth LLC, based in Kennett Square, PA, with 36 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 507 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brandywine Oak Private Wealth charges an annual fee based on the value of the portfolio they manage for you. The exact percentage is determined by the size and complexity of your account.
For certain clients, the firm offers an annual fixed fee ranging from $5,000 to $100,000 in lieu of a portfolio percentage fee. Under this fixed fee arrangement, if your portfolio grows by more than 3% in a given year, your fee increases by 3% for the following year.
Location
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tracy is a trustee for her sister's trust account. She is also licensed as an independent insurance agent.
Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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