Bryn Mawr Wealth Management offers investment advisory services to individuals, pension/profit sharing plans, trusts, estates, charitable organizations, and corporations. They provide both discretionary and non-discretionary asset management, using proprietary models and regular reviews. Bryn Mawr tailors its services to individual client needs based on meetings and investment policy statements. Clients can impose restrictions on investments.
Assets Under Management$10M
Clients11
Advisors1
Avg. per Client$920K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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