Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Otto Posnecker is a financial advisor with Bryn Mawr Capital Management, LLC, where Charles has been employed since January 2023. Charles holds the Certified Financial Planner and Chartered Financial Analyst designations and is registered with the state of Delaware and Pennsylvania. Charles has been in the investment industry since May 2005. Charles specializes in providing financial planning and portfolio management services. Bryn Mawr Capital Management, LLC is headquartered in Philadelphia, Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/31/2023 - Present
Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)
Active
Inactive
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