Our Fees

Our Fees

Wealth Managment Services

Brandywine Wealth Management has focused on investing and financial planning for clients in or approaching retirement for over 30 years. This experience has allowed us to establish various processes that are used to solve problems as a client moves through retirement.  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand what is important to you. We listen to your concerns and aspirations to provide services tailored to your unique circumstances. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Because families, goals, and lives change we take the approach that financial planning is an ongoing dynamic process. BWM has standardized consistent processes for complicated financial problems that are practically tested to increase the likelihood of the best potential outcome for our clients. Are experience helps us to anticipate are clients next financial concern and our standardized process gives us the tools to potentially help improve the outcome. The process we use is standardized but because each client's problems are different the plan is customized for the client. We review and adjust your plan throughout the year. We can guide clients making important and complicated decisions today by understanding your long-term picture and how today's decisions could impact your financial future.

We believe investment Management and Wealth Management complement and enhance one another, so we use your financial plan to determine how to invest to purse your goals. We are a firm that will help clients reduce stress around their financial life. 

 

 

 

Financial Planning

Standalone Financial Plan  $2400 - $12,000

BWM charges a fixed fee for providing a onetime financial planning service which is estimated by the Advisor during the initial meeting. The cost of the plan is based on the complexity and time required to complete the plan. The engagement includes an analysis of your current investment portfolio and overall strategy. Your portfolio investment diversification, asset allocation, style, expenses and asset location are reviewed.  BWM investment recommendations are high-level and will not include specific product recommendations. The client will implement all recommendations. 

                                                                                           Ongoing Planning Fee $150 - $1,000/month

This service is for clients that want a long-term financial planning engagement after they finish the standalone financial plan. Because families, goals, and lives change we take the approach that financial planning is an ongoing dynamic process.  After the initial plan is complete ongoing planning is offered to our clients through a subscription basis and the cost is determined before the engagement.  This service is for clients that want a long-term financial planning engagement. The yearly cost is dependent on the complexity of the client’s financial situation.. We will implement all recommendation from the standalone finanacial plan. 

 

Financial Planning Packages

Foundation

Get organizes and set a course for your financial future.


  • Investment Planning
  • Investment Management
  • Risk Tolerance Assessment
  • Retirement Savings Plan
  • Goal Prioritization and Accountability
  • Money Manager Selection
  • Investment Manager Selection
  • Investment Tax Planning
  • Organize Docuements/Portal
  • Re-balance Strategies
  • Asset Allocation Review
  • Savings Strategies


Minimum annual Fee of $1,500

Guided

A holistic approach to fully evaluate and prioritize your finances


  • Including all Foundation Plan Services
  • Retirement Planning
  • Income Distibuiton Planning
  • Social Security Planning
  • Beneficiary Review
  • "What if" Scenarios
  • Spending Review
  • Insurance Planning
  • Debt Management
  • Tax Planning in Retirement.




Monthly Fee generally ranges between $150 and $1,000 for Investment Management clients with AUM less than $500,000

Generational

Take control of your financial life and build your legacy


  • Including all Guided Plan Services
  • Family meetings when needed
  • Long Term Care and Life Care Planning
  • Coordinate with Estate Planning Attorney, CPA and other Financial Professionals.
  • Legacy Planning
  • Planning fee reduced for children of Generational Wealth Management clients.
  • 401K Asset Allocadtion Recommendations.


AUM minimum $2,500,000 for Generational Wealth Managagment 


OR

Investment Management and Financial Planning

Brandywine Wealth Management does not charge additional fees for ongoing financial planning for clients with advisory assets under management greater than $500,000. The fee for investment management and financial planning is the same. BWM believes investment management and financial planning complement and enhance one another so both services are included for the Investment Management Fee. Brandywine Wealth Managment charges a onetime upfront fee of $500 to start the financial planning engagement. The upfront fee is for the additional time required for the initial financial plan and onboarding meetings required at the start of the planning process.  For clients with less than $500,000 in advisory assets we offer financial planning through a subscription basis and the monthly fee ranges between $150 and $1,000.

                                                                                               

Investment Management

Brandywine Wealth Management offers Investment Management with no minimum account size. Clients typically are in the accumulating stage of life and are saving money. Minimum annual Investment Mangement fee for is $1500. Manager fees in SMA accounts are in addition to the Investment Management Fee.