Robert Fertman is a registered investment advisor at Bryn Mawr Wealth Management LLC, based in Bryn Mawr, PA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 1.00% |
Fee Estimator
Location
Bryn Mawr, PA
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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 Activities
Robert offers non-investment related personal/life coaching and shiatsu bodywork to individuals for a fee. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Bryn Mawr Wealth Management LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations1 state
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