Bryn Mawr Investment Company provides personalized financial planning, corporate advisory, and discretionary investment management services to individuals, high net worth clients, businesses, and institutional accounts. Founded in 2017 and based in Pennsylvania, the firm utilizes data-driven quantitative strategies, options trading, volatility-based models, and artificial intelligence forecasting tools to construct and manage client portfolios. Bryn Mawr Investment Company focuses on comprehensive wealth management, integrating asset management with retirement planning, risk management, estate coordination, tax-aware investment guidance, and business succession planning. Clients can choose between management services, wealth management offerings, corporate advisory services, and standalone financial planning.
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.