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

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Minimum Annual Fee:$7,500
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Location

One Light Street, 15th Floor, Baltimore, MD, 21202

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History

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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Other Business Activities

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.
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
M&t Securities, INC.Broker
May 2003 - June 2021 · 18 yrs 1 mo
Allfirst Brokerage CorporationBroker
October 2000 - May 2003 · 2 yrs 7 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.