Erik O'neal is a CFP-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 13 years of industry experience. Erik 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 →Other Business Activities
Erik is the President and Owner of O'Neal Consulting Group, a former financial services consultancy. The company is currently not offering services.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
West Capital Management, INC.
LPL Financial LLC
Friedenthal Financial, LLC
Morgan Stanley Smith Barney LLC
Metlife Securities INC.
State Registrations3 states
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