Steve Nguyen
Steve Nguyen is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Princeton, NJ, with 22 years of industry experience. Steve 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
47 Hulfish Street, Suite 320, Princeton, NJ, 08542
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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
Steve sells fixed insurance products since 2019, dedicating about 10% of his time to this activity. This activity is investment-related and conducted at the branch location.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Citizens Securities, INC.Broker
Citizens Securities, INC.
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Oppenheimer & CO. INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
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.