Sherry Whidden
Sherry Whidden is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Baltimore, MD, with 27 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 155 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $35.0M | 0.20% |
| $35.0M - $55.0M | 0.15% |
| $55M+ | 0.10% |
Fees vary by investment strategy. Different strategies have distinct fee schedules and minimum account sizes ranging from $3,000,000 to $5,000,000.
Fee Estimator
Location
100 E. Pratt Street, 17th Floor, Baltimore, MD, 21202
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Regulatory 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.
Learn about disclosures →Other Business Activities
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.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
M&t Securities, INC.Broker
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Db Alex. Brown LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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