Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of assets under management or the volume of assets subject to WTIA’s investment advice. Fees are subject to negotiation and can vary based on client type, asset class, pre-existing relationship, service levels, portfolio complexity, and account size. WTIA reserves the right to waive minimum account requirements. Fees for non-discretionary services including Model Delivery are generally determined considering the overall relationship and are subject to negotiation.
Areas of Practice
Advisor Information
Office location
100 E. Pratt Street, 17th Floor, Baltimore, MD, 21202
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sherry is an employee of Manufacturers & Traders Trust Company (M&T Bank) since 2006 and Wilmington Trust, N.A. since 2016, dedicating the majority of her time to banking-related functions.