Lisa Quadrini is a CFP-designated registered investment advisor at Brandywine Oak Private Wealth LLC, based in Kiawah Island, SC, with 27 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 473 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brandywine Oak Private Wealth offers investment and wealth management services for an annual fee based on the amount of assets managed. The fee is charged quarterly, in advance, based on the market value of the assets. The firm may negotiate a different fee rate for certain client holdings. For some clients, Brandywine Oak Private Wealth will charge an annual fixed fee ranging from $5,000 to $100,000, depending on the scope and complexity of services. This fee is negotiable and charged quarterly in advance. The fixed fee may increase by 3% each year if the gross performance of the assets in the previous year is greater than 3%.
Location
Kiawah Island, SC
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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.
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Lisa serves as trustee for her mother's trust, a role she has held since 2008. This investment-related activity requires minimal time.
Employment History
Current Registrations
Brandywine Oak Private Wealth LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mellon Financial Markets, INC.Broker
State Registrations2 states
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