Donna Marie Cunningham

Bryn Mawr Capital Management, LLC

23 Years of Experience

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Firm Information

Bryn Mawr Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

55 advisors

Number of Clients

1,101 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,000

Financial Plan Fee:$3,000 - $10,000

Investment management fees are based on a tiered percentage of assets under management, generally ranging from 0.30% to 1.00% annually, charged quarterly in advance. Separate, standalone proprietary portfolios have the following annual fees: 0.30% for Fixed Income SMA Only & 0.60% for Equity SMA Only. Financial planning is included in the investment management fee. Fixed fees for standalone financial plans start at $3,000, with annual retainer fees up to $10,000, invoiced quarterly. Fees are negotiable. BMTA generally requires a minimum portfolio size of $500,000 to $1,000,000.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingTax Planning

Advisor Information

Office location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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Regulatory History

Clean regulatory record

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.