Donna Cunningham is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 23 years of industry experience. Donna 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
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103
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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 →Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Pershing LLCBroker
Lockwood Advisors INC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management CompanyBroker
Investec INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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