Advisor at Bryn Mawr Trust Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rehoboth Beach, DE 19971
Credentials
Series 63, Series 65
Industry experience
6 years
Jacquelyn Blue is a financial advisor at Bryn Mawr Trust Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bell Rock Capital, LLC for sixteen years before joining Bryn Mawr Capital Management, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other entities. The firm employs customized investment policies, diversified portfolios, and offers ESG strategies through third-party providers, while also serving as a sub-adviser to other trust companies and registered investment advisers.
Based on Bryn Mawr Trust Advisors, LLC
Based on Bryn Mawr Trust Advisors, LLC
Based on Bryn Mawr Trust Advisors, LLC
Fixed fees for standalone financial planning services, starting at $3,000, negotiable based on complexity
$0+: 0.30% to 1.00% annually (tiered schedule, specific tiers not detailed in brochure) $0+: 0.30% for Fixed Income SMA Only $0+: 0.60% for Equity SMA Only $0+: 0.50% for Discretionary Participant Account Management standalone service
Fixed fees for comprehensive financial plans start at $3,000; initial upfront fee $1,000; ongoing financial planning retainer fees up to $10,000 annually, billed quarterly
Ongoing financial planning retainer fees up to $10,000 annually, billed quarterly
Account minimum: $100,000 to $1,000,000 (generally imposed, but negotiable and can be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,000 for ERISA 3(38) fiduciary services accounts with less than $2,000,000 AUM
35568 Airport Road
Rehoboth Beach, DE 19971
Delaware
Bryn Mawr Capital Management, LLC
2023 - Present (3 years)
Bell Rock Capital, LLC
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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