Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Yes, on every account. Bryn Mawr Trust Advisors is registered with the SEC only as an investment adviser (it is not a broker-dealer), so the Investment Advisers Act of 1940 requires it to act as your fiduciary. Its own Form CRS states: “When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
How it’s registered
From Form CRS, Customer Relationship Summary, Bryn Mawr Trust Advisors (March 23, 2026): “Bryn Mawr Trust Advisors, LLC (“BMTA”) is registered with the Securities and Exchange Commission as an Investment Adviser.”
The standard of conduct, in its own words
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
On commissions: “Our financial professionals receive a set salary and incentive bonus based on company profitability and individual employee performance. This compensation creates a conflict of interest because our financial professionals have an incentive to increase the amount of client assets under management that generate a fee, which would increase firm profitability.”
Fiduciary status by capacity
| Capacity | Registration | Standard you’re owed | Can earn commissions | Source |
|---|---|---|---|---|
| As your investment adviser | SEC-registered investment adviser | Fiduciary duty (Investment Advisers Act of 1940) | No (asset-based advisory fee: up to $5,000 a year, 1.00% on a $500,000 account, the published maximum) | Form CRS, Customer Relationship Summary, Bryn Mawr Trust Advisors, March 23, 2026 |
What this means for what you pay
Fiduciary status is one input, not the whole picture. Bryn Mawr Trust Advisors discloses a published fee that runs up to $5,000 a year on a $500,000 account (the published maximum), per its own current Form ADV Part 2A (March 23, 2026), cited in Sources below. A dedicated fee page for Bryn Mawr Trust Advisors has not been published on this site yet.
If the answer above changes your mind about staying, read the general mechanics of switching financial advisors, or use a dated termination letter once you decide. A dedicated how-to-leave page for Bryn Mawr Trust Advisors has not been published on this site yet.
Other fiduciary-status pages
Read this one, this one too, and one more.
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Source: WiserAdvisor’s service descriptionSources
- Form CRS, Customer Relationship Summary, Bryn Mawr Trust Advisors (March 23, 2026): https://reports.adviserinfo.sec.gov/crs/crs_285359.pdf
- Form ADV Part 2A (March 23, 2026), the primary source for the fee figure above: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023469
- SEC Investment Adviser Public Disclosure, Bryn Mawr Trust Advisors (CRD #285359): https://adviserinfo.sec.gov/firm/summary/285359
- Bryn Mawr Trust Advisors, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/285359/PDF/285359.pdf
Methodology. This page was built September 28, 2026, quoting directly from Bryn Mawr Trust Advisors’ own current Form CRS, with the source linked above; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form CRS. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.