Brandon Mcfadden is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 18 years of industry experience. Brandon 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
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103
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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
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
PNC InvestmentsBroker
PNC Investments
PNC InvestmentsBroker
PNC Investments
Edward JonesBroker
Edward Jones
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.