Christopher Freddo
Christopher Freddo is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Doylestown, PA, with 16 years of industry experience. Christopher 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
77-79 W. Court Street, Doylestown, PA, 18901
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 →Other Business Activities
Christopher is a board member and investment committee member at Comprehensive Learning Center LLC, a school for individuals with Autism, since September 2024. He spends minimal time helping with fundraising events.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Trillium Trading LLCBroker
Heartland Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
More Advisors
- Matthew Shaw, CFPJ. W. Cole Advisors, INC.
- Paula Nangle, CFPCreative Planning
- Scott Marshall, CFPCambridge Investment Research Advisors, INC.
- Henry Saur, CFPWealthcare Advisory Partners LLC
- Yunfei Zhou, CFAInfinitespring
- Bradley Thomas, CFP, ChFCLPL Financial LLC