Jasmine Yu is a CFA-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Berwyn, PA, with 8 years of industry experience. Jasmine 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
1436 Lancaster Avenue, Berwyn, PA, 19312
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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
Bny Mellon Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
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