Van Naglieri is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Baltimore, MD, with 25 years of industry experience. Van operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of the value of your portfolio or the amount of assets they advise on. Fees are negotiable and can vary based on client type, asset class, pre-existing relationships, service levels, portfolio complexity, and account size. WTIA may waive minimum account requirements. Fees are charged quarterly, based on the value of the account at the end of the quarter. Clients pay brokerage commissions and other transaction fees separately.
Location
One Light Street, 15th 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.
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Van is an employee of both M&T Bank (since 1999) and Wilmington Trust, N.A. (since 2016), dedicating the majority of their time to banking-related functions. Van also receives rental income from a property in Baltimore, MD, spending minimal time as a landlord.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations1 state
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