Wilmington Trust Investment Advisors, Inc. manages investment portfolios, asset allocation strategies, and custom indexing for a wide range of clients. The firm offers equity investing across domestic and international markets, fixed income strategies spanning short-term cash management to long-term bonds, and outsourced chief investment officer services. Portfolios are constructed using proprietary asset allocation models and may incorporate third-party managers or mutual funds. The firm operates as a subsidiary of M&T Bank Corporation and serves institutional clients, family offices, and high-net-worth individuals.
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.