| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees negotiable for additional assets.
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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 →David serves as a director for Bryn Mawr, a publicly traded bank and trust company, since 2005. He spends a few hours per week on this activity, with minimal time during securities trading hours.