Michael Paregian is a CFP-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Wilmington, DE, with 24 years of industry experience. Michael 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
300 Bellevue Parkway, Suite 300, Wilmington, DE, 19809-0708
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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
Lau Associates LLC
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Tycor Asset Management, INC.
NFP Securities, INC.Broker
American General Securities IncorporatedBroker
Affinity Wealth Management, INC.
Waterhouse Securities, INC.Broker
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.