Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
156 clients
Average Client Portfolio
$111.7M average
Assets Under Management
$17.4B

Fee Structure

Minimum Investment:$5M
Minimum Annual Fee:$7,500

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
Investment Management
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Advisor Information

Office location

Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Wilmington Trust Investment Advisors, INC.
December 2010 - January 2020 · 9 yrs 1 mo
State Registrations5 states
CTMDNHPAVT
Advisor
Exams
No exam information available for this advisor.