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CFP

Erik O'neal

Bryn Mawr Trust Advisors, LLC
14 Years of Experience
Philadelphia, PA
View SEC Summary
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Erik O'neal is a CFP-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 14 years of industry experience. Erik 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.

Bryn Mawr Trust Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
1,409 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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.

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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
October 2016 - Present · 10 yrs
Previous Registrations
West Capital Management, INC.
June 2014 - March 2017 · 2 yrs 9 mos
LPL Financial LLC
September 2012 - March 2013 · 6 mos
Friedenthal Financial, LLC
June 2011 - October 2011 · 4 mos
Morgan Stanley Smith Barney LLC
March 2011 - June 2011 · 3 mos
Metlife Securities INC.
January 2010 - March 2011 · 1 yr 2 mos
State Registrations3 states
FLPATX
Advisor

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
No exam information available for this advisor.
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