Wilmington Trust Investment Management
Assets Under Management
$130.0M
Number of Clients
86
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Wilmington Trust Investment Management (WTIM) provides discretionary investment advisory services through its Separately Managed Account Program. Client assets are invested in exchange-traded products, mutual funds, individual securities, closed-end funds, and/or model portfolios. WTIM maintains full discretion over investment vehicle selection and responds to client questions regarding investment objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.45% |
WTIM may reduce or change the fee schedule for particular clients or groups of clients as a result of individual negotiations, legacy account arrangements, account aggregation or similar policies.
Fee Estimator
WTIM charges an annual asset-based fee, calculated monthly in arrears based on the market value of account assets. The exact fee schedule is in the fee letter governing your account. The minimum initial investment is $3,000,000. Clients also bear fund-level fees and expenses for investments in mutual funds or ETFs. The Account Fee is separate from brokerage commissions, taxes, and other expenses.
Areas of Practice
Location
Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001