Jamie Hopkins is a CFP, ChFC-designated registered investment advisor at Bryn Mawr Trust Advisors, LLC, based in Philadelphia, PA, with 3 years of industry experience. Jamie 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
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
Jamie is listed as a sole proprietor of Hopkins Retirement Consulting, a non-investment related business focused on speaking and content creation. While the business is currently not operating, it is still listed as an outside business activity.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Cwm, LLC
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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