Wilmington Trust Investment Advisors (WTIA) offers investment management and advisory services to institutions, individuals, and high-net-worth clients. WTIA provides both discretionary and non-discretionary investment management in areas like equity investing, fixed income, asset allocation, and alternative asset class investing. WTIA also offers model portfolios to affiliated and external financial institutions. WTIA is a subsidiary of M&T Bank Corporation.
Fee Structure
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.