Bryn Mawr Trust Advisors provides comprehensive financial planning, wealth management, and investment management services. The firm works closely with clients to develop customized investment strategies and wealth plans tailored to their specific goals, time horizons, and risk tolerance. Services encompass retirement planning, estate planning, tax-aware investing, education funding, and cash flow management. Bryn Mawr Trust Advisors utilizes a mix of proprietary multi-asset portfolios, exchange-traded funds, mutual funds, and independent managers to build diversified portfolios. The firm also offers specialized retirement plan consulting for businesses and corporate retirement plans. While the primary approach focuses on discretionary portfolio management, the firm can also accommodate non-discretionary accounts and provides standalone financial planning services.
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.