Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Bryn Mawr Trust Advisors discloses a maximum, individually negotiated rate of 1.0% in its Form ADV Part 2A (March 23, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 23, 2026): “Generally, BMTA’s 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 Separately Managed Account (“SMA”) Only & 0.60% for Equity SMA Only. Discretionary Participant Account Management standalone service is 0.50%.”
Note: CRD 285359 is confirmed ACTIVE and SEC registered via a live IAPD lookup performed this session. Bryn Mawr Trust Advisors’ own Form ADV Part 2A brochure states regulatory assets under management of $3,513,817,710 as of December 31, 2025 ($3,468,609,992 discretionary and $45,207,718 non-discretionary), plus a further $634,442,546 in assets under advisement. The firm changed its legal and business name from Bryn Mawr Capital Management, LLC to Bryn Mawr Trust Advisors, LLC on June 30, 2025, and is a wholly owned subsidiary of WSFS Financial Corporation. The priced schedule is BMTA’s general investment management fee for individual and family client accounts, distinct from its lower, standalone Fixed Income SMA, Equity SMA, and Discretionary Participant Account Management fee lines described in the same Item 5.
The published maximum: 1.0% per year (Clients who invest through one of BMTA’s designated Independent Managers pay that manager’s own advisory fee in addition to BMTA’s percentage-of-assets fee; the figures below price BMTA’s own fee only, not any added Independent Manager fee.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
BMTA discloses its standard investment management fee only as a tiered schedule ranging from 0.30% up to 1.00% annualized, without publishing the underlying dollar breakpoints anywhere in the brochure; the one percent top of that range is applied here as the priced ceiling to each balance shown, with no minimum annual fee available to apply as a floor.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Bryn Mawr Trust Advisors’s own published maximum rate runs up to $5,000 a year.
Comparing Bryn Mawr Trust Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (March 23, 2026): 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, LLC (CRD #285359): https://adviserinfo.sec.gov/firm/summary/285359
- Bryn Mawr Trust Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/285359/PDF/285359.pdf
Methodology. This page was built September 28, 2026, drawing on Bryn Mawr Trust Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure 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. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Bryn Mawr Trust Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Bryn Mawr Trust Advisors review.