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

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.
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Wilmington Trust Investment Advisors, INC.
December 2010 - January 2020 · 9 yrs 1 mo
State Registrations5 states
CTMDNHPAVT
Advisor
Exams
No exam information available for this advisor.