Kevin Dolan
Kevin Dolan is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Berywn, PA, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,101 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee schedule is based on a percentage of assets under management based on a tiered schedule which ranges from 0.30% to 1.00% annualized. Separate, standalone proprietary portfolios have the following annual fees: 0.30% for Fixed Income SMA Only & 0.60% for Equity SMA Only. Fees may be negotiable.
Fee Estimator
Location
1436 Lancaster Ave., Berywn, PA, 19312
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a co-owner of Tridole, LLC, a private entity for personal investments, dedicating minimal time. He also spends about half his time on fixed insurance sales.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
North Capital Private Securities CorporationBroker
Gwfs Equities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Questar Capital CorporationBroker
Securities America, INC.Broker
AXA Distributors, LLCBroker
Planco Financial Services, LLCBroker
Marketing One Securities, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.