Sara Lawson is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Rehoboth Beach, DE, with 16 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,409 clients with $3.5B 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% |
General investment management annual fees range from 0.30% to 1.00% based on a tiered schedule. Standalone fixed income accounts are 0.30%, standalone equity accounts are 0.60%, and discretionary participant account management is 0.50%. Fees are negotiable.
Fee Estimator
Location
35568 Airport Road, Rehoboth Beach, DE, 19971
Get directionsHistory
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
Bell Rock Capital, LLC
Invest Financial Corporation
State Registrations4 states
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.
Exams
More Advisors
- Mark Engberg, CFPCharles Schwab & CO., INC.
- Scott Mahoney, CFPMutual of Omaha Investor Services, INC.
- Jeffrey Puglia, CFPBdfs Capital LLC
- Burwell Hutchinson, CFPFoundation Wealth Management, LLC
- Cameron Fitzgerald, CFP
- Carter Mcclung, CFPBlue Rock Financial Group