Brandywine Oak Private Wealth LLC

Item 5 Fees and Compensation
Brandywine Oak Private Wealth offers services on a fee basis, which includes fixed fees, as well as
fees based upon assets under management. Additionally, certain of the Firm's Supervised Persons, in
their individual capacities, offers securities brokerage services and/or insurance products under a
separate commission-based arrangement.

Financial Planning and Consulting Fees
Brandywine Oak Private Wealth does not charge a separate fee for financial planning and consulting.
The fees for these services are included as part of Investment and Wealth Management fees.

Investment and Wealth Management Fees
Brandywine Oak Private Wealth offers investment and wealth management services for an annual fee
based on the amount of assets under the Firm's management. This management fee is set forth in the
fee schedule below and is based upon the size and complexity of a client's account, as well as the
specific services such client will utilize. Brandywine Oak Private Wealth may, in its sole discretion,
negotiate to charge a lesser fee based upon certain criteria, such as anticipated future earning
capacity, anticipated future additional assets, dollar amount of assets to be managed, related
accounts, account composition, pre-existing/legacy client relationship, account retention and pro bono
activities.

The annual fee is prorated and charged quarterly, in advance, based upon the market value of the
assets being managed by Brandywine Oak Private Wealth on the last business day of the previous
billing period. There may be immaterial differences between the quarter end market value reflected on
your custodial statement and the valuation as of the last business day of the calendar quarter used for
billing purposes, given timing and account activity. If assets in excess of $50,000 are deposited into or
withdrawn from an account after the inception of a billing period, the fee payable with respect to such
assets is adjusted to reflect the interim change in portfolio value.

Additionally, for asset management services the Firm provides with respect to certain client holdings
(e.g., held-away assets, accommodation accounts, alternative investments, etc.), Brandywine Oak
Private Wealth may negotiate a fee rate that differs from the range set forth above.

For certain clients, in lieu of a fee based on assets under management, Brandywine Oak Private
Wealth will charge an annual fixed fee. These fees are negotiable, but range from $5,000 - $100,000
depending upon the scope and complexity of the services, time required to complete and the client's
financial situation and objectives. This fee will be charged quarterly in advance and will be prorated
for partial quarters. At the beginning of each calendar year following the initial year in which services
are provided, if the gross performance of the assets in the previous year is greater than three percent
(3%), then the fee for the then current calendar year will be increased by three percent (3%). If the
gross performance of the assets in the previous calendar year does not exceed three percent (3%),
then the fees for the then current calendar year will not change from the previous year. This is
considered a performance-based fee arrangement. In order to be qualified for this type of fee
arrangement, a client must meet the “qualified client” standard from Rule 205-3 of the Investment
Advisers Act of 1940 as defined below in Item 6.

For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the
Advisory Agreement is terminated, the fee for the final billing period is prorated through the effective
date of the termination and the outstanding or unearned portion of the fee is charged or refunded to
the client, as appropriate.

Brandywine Oak Private Wealth will deduct the investment and wealth management fee directly from
the client account through the qualified custodian holding the client's funds and securities. Brandywine
Oak Private Wealth will deduct the investment and wealth management fee only when the client has
given our firm written authorization permitting the fees to be paid directly from the client's account.
Further, the qualified custodian will deliver an account statement to each client at least quarterly.
These account statements will show all disbursements from the account. Clients should review all
statements for accuracy.

The Advisory Agreement can be terminated upon written notice from either party. Clients will incur a
pro rata charge for services rendered prior to the termination of the Advisory Agreement, which means
clients will incur advisory fees only in proportion to the number of days in the quarter for which they
were a client. If clients have pre-paid advisory fees that Brandywine Oak Private Wealth have not yet
earned, clients will receive a prorated refund of those fees.

Use of Independent Managers
Advisory fees charged by Independent Managers are separate and apart from Brandywine Oak Private
Wealth's advisory fees. Assets managed by Independent Managers will be included in calculating our
advisory fee, which is based on the fee schedule set forth in the Investment and Wealth Management
Services Fees section above. Brandywine Oak Private Wealth will not share in the advisory fee client
pay directly to the Independent Manager(s), which is separate from our advisory fee.

Advisory fees that clients pay to the Independent Manager(s) is established and payable in accordance
with the Form ADV Part 2 or other equivalent disclosure document, provided by each Independent

Manager or by our Firm, to whom clients are referred. These fees may or may not be negotiable.
Clients should review the recommended Independent Manager's brochure and take into consideration
the Independent Manager's fees along with our fees to determine the total amount of fees associated
with this program.
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Item 7 Types of Clients
Brandywine Oak Private Wealth offers services to individuals, trusts, estates, corporations and
business entities. We may also contract directly with third party broker-dealers to provide advisory
consulting services to their clients.

In general, Brandywine Oak Private Wealth does not require a minimum dollar amount to open and
maintain an advisory account; however, Brandywine Oak Private Wealth has the right to terminate an
Account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively.