Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: It depends which strategy you pick: Bryn Mawr Trust Advisors’ general investment advisory relationship runs from $100,000 to $1,000,000, depending on the specific strategy or model portfolio. At the $100,000 low end, Bryn Mawr Trust Advisors’ own fee schedule works out to $1,000 a year; strategies at the high end require substantially more.
The minimum, in the firm’s own words
“As a condition for starting and maintaining a relationship, BMTA generally imposes a minimum portfolio size of $100,000 to $1,000,000.”
On waivability: “BMTA, in its sole discretion, can accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Bryn Mawr Trust Advisors’ general investment advisory relationship (lowest-minimum strategy) | $100,000 | $1,000 | Yes, at the firm’s discretion |
| Bryn Mawr Trust Advisors’ general investment advisory relationship (highest-minimum strategy) | $1,000,000 | Varies by strategy | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, March 23, 2026 | |||
Bryn Mawr Trust Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Bryn Mawr Trust Advisors discloses a single range ($100,000 to $1,000,000) rather than one fixed dollar minimum for its general client relationships, varying by factors such as account complexity and relationship type. Separately, ERISA 3(38) fiduciary services carry their own minimum annual fee of $2,000 for accounts under $2,000,000, and sub-advisory services to trust companies or other RIAs have no stated minimum fee at all; neither applies to its general individual wealth-management clients.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Bryn Mawr Trust Advisors’ own Form ADV Part 2A (March 23, 2026) works out to $5,000 a year under its published fee schedule.
Other firms’ minimum investments
Read this one, this one too, and one more.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- 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, quoting directly from Bryn Mawr Trust Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; 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 ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.