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Andres Bonell

Bryn Mawr Trust Advisors, LLC
12 Years of Experience
Boca Raton, FL
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Andres Bonell is a registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Boca Raton, FL, with 12 years of industry experience. Andres 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

980 North Federal Hwy, Suite 110, Boca Raton, FL, 33432-2704

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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

Andres is a registered Florida Real Estate Associate since 2011, spending minimal time on personal transactions and rental management. He is also a Managing Member of Cirrus Enterprises LLC, a family-operated aviation parts dealing business, dedicating about 10-20% of his time.

Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Bell Rock Capital, LLC
October 2013 - August 2023 · 9 yrs 10 mos
State Registrations2 states
DEFL
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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