Bryn Mawr Capital Management, LLC
Assets Under Management
$3.0B
Number of Clients
1,101
Number of Advisors
55
Average Client AUM
$2.7M
AUM per Advisor
$54.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bryn Mawr Trust Advisors, LLC (BMTA) offers financial planning, consulting, and investment management services. They work with clients to develop customized wealth plans. BMTA also serves as a sub-adviser to WSFS Bank's Wealth division and other unaffiliated entities. BMTA manages assets on both discretionary and non-discretionary bases, tailoring services to individual client needs and objectives.
Fee Structure
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.
Areas of Practice
Location
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103