Wilmington Capital Securities (WCS) offers investment advisory services and financial planning to individuals, pensions, profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. WCS manages portfolios on a discretionary or non-discretionary basis, using a tactical allocation strategy. They may use various securities, mutual funds, and options. WCS also provides financial planning services, including portfolio customization and investment advice.
Fee Structure
Wilmington Capital Securities charges an annual management fee based on the value of your portfolio. This fee ranges from 0.5% to 2.0% and is negotiable. The fee is paid in advance, either monthly or quarterly, and is automatically deducted from your account by the custodian. If you terminate the service, you'll receive a pro-rated refund of any unearned fees.