Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Bryn Mawr Trust Advisors is registered with the SEC as an investment adviser (CRD #285359, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $5,000 a year (the published maximum) under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $50 at Altruist, depending on your custodian. This review covers what its own fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Bryn Mawr Trust Advisors at a glance
| Fact | What Bryn Mawr Trust Advisors’ own pages say |
|---|---|
| Legal entity | Bryn Mawr Trust Advisors, LLC |
| Registration | Bryn Mawr Trust Advisors, LLC is registered with the SEC as an investment adviser (CRD #285359, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $5,000 a year (the published maximum), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Bryn Mawr Trust Advisors |
| Cost to leave (exit fee) | $50 at Schwab, or $50 at Altruist, depending on your custodian |
What Bryn Mawr Trust Advisors’ own fee schedule charges
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.
“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%.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Bryn Mawr Trust Advisors’ own fee page.
Registration
Bryn Mawr Trust Advisors, LLC is registered with the SEC as an investment adviser (CRD #285359, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Bryn Mawr Trust Advisors.
What it costs to leave
Bryn Mawr Trust Advisors, LLC’s Form ADV Part 2A states “The Agreement between BMTA and the client will continue in effect until terminated by either party pursuant to written notice and the other terms of the Agreement.” Bryn Mawr Trust Advisors, LLC names three possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Altruist Financial LLC’s own published fee schedule states “ACAT & Non-ACAT Transfers Out (Full) $50” Fidelity Institutional Wealth Services discloses no comparable line item (an honest gap).
The full steps are on our how to leave Bryn Mawr Trust Advisors page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #285359, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/285359
Methodology. This page was built September 28, 2026, drawing directly on Bryn Mawr Trust Advisors’ own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Bryn Mawr Trust Advisors; where the exit-fee facts above are cited, they were independently verified against the same primary source. Any fact we could not independently confirm 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 Bryn Mawr Trust Advisors’ own Form ADV Part 2A and Form CRS. We have not used Bryn Mawr Trust Advisors as a client. Bryn Mawr Trust Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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