Bryn Mawr Capital Management, LLC

Assets Under Management

$3.0B

Number of Clients

1,101

Number of Advisors

55

Average Client AUM

$2.7M

AUM per Advisor

$54.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Bryn Mawr Trust Advisors (BMTA) offers financial planning, consulting, and investment management services. BMTA works with clients to develop customized wealth plans. BMTA also serves as a sub-adviser to WSFS Bank's Wealth division and other unaffiliated entities. BMTA tailors its advisory services to individual client needs and goals.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
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Location

1818 Market Street, 22nd Floor, Philadelphia, PA, 19103

55 Advisors at this firm

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