Michelle Sears
Michelle Sears is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Penn Run, PA, with 14 years of industry experience. Michelle 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
Penn Run, PA
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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
Michelle is affiliated with Manufacturers & Traders Trust Company (M&T Bank) since May 2022. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
M&t Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
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.