Wilmington Trust Investment Advisors, INC.

Assets Under Management

$17.4B

Number of Clients

156

Number of Advisors

19

Average Client AUM

$111.7M

AUM per Advisor

$917.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Wilmington Trust Investment Advisors (WTIA) offers discretionary and non-discretionary investment management services. Clients include institutions, individuals, high net worth persons, pension plans, defined contribution plans, private foundations, and mutual funds. WTIA provides asset management and other investment advisory services.

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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Location

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

19 Advisors at this firm

Wilmington Trust Investment Advisors, Inc. | AdvisorDiscover