Charles Posnecker is a CFA, CFP-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 7 years of industry experience. Charles 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
Charles is a director and treasurer for GBC Portfolio Management, Inc. and director, president/secretary for Lone Star Investment Sub-Nevada, Inc., both investment holding companies. He also serves on the investment committee and as a board member for Delaware Community Foundation and Spotlight Delaware, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Cypress Capital Management, LLC
State Registrations2 states
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