Bryn Mawr Trust Advisors (BMTA) offers financial planning, consulting, and investment management services. BMTA works with clients to create customized wealth plans. BMTA also provides investment management services to WSFS Bank’s Wealth division and other unaffiliated trust companies and registered investment advisors as a sub-advisor. BMTA also has a co-advisory relationship with WSFS Bank.
Assets Under Management$3B
Clients1,101
Advisors59
Avg. per Client$2.7M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
59 Advisors at this firm
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