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The fee is billed in advance and is negotiable.","source":"BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A 3/23/2026, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bryn Mawr Trust Advisors use?","answer":"Bryn Mawr Trust Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.25B and National Financial Services LLC (Boston, MA), with $1.01B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bryn Mawr Trust Advisors have?","answer":"Bryn Mawr Trust Advisors has 60 investment adviser representatives registered with state securities authorities, out of 87 employees, and 55 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bryn Mawr Trust Advisors invest in?","answer":"At the end of its last fiscal year, Bryn Mawr Trust Advisors’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 9% cash and equivalents, 7% U.S. government and agency bonds, 4% state and local bonds and 4% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bryn Mawr Trust Advisors?","answer":"Bryn Mawr Trust Advisors’ direct owner is WSFS Financial Corp. 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