Kevin Womack is a registered investment advisor at Bryn Mawr Investments, based in Secane, PA, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1 clients with $10K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 2.00% |
| $350K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Wealth management accounts of $1,000,000 and above are also subject to a 20% annual performance fee on separately managed accounts and structured products. Fees may be negotiable.
Fee Estimator
Location
Secane, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bryn Mawr Investments
Previous Registrations
Bryn Mawr Investments
State Registrations1 state
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