Eric Smookler is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Wilmington, DE, with 21 years of industry experience. Eric 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
156 clients
Average Client Portfolio
$111.7M average
Assets Under Management
$17.4B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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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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Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
September 2004 - Present · 21 yrs 7 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.