Wilmington Trust Investment Management offers discretionary investment management services, designing customized asset allocations across equities, fixed income, mutual funds, exchange-traded products, and alternative investments. Operating as a subsidiary of M&T Bank Corporation, the firm utilizes fundamental, technical, and quantitative analysis to manage portfolios according to each client's specific investment policy statement. Wilmington Trust Investment Management requires a minimum initial investment of $3,000,000 and charges asset-based fees calculated on a tiered schedule. Clients can establish Separately Managed Account Program accounts and communicate regularly with their investment advisor representative to ensure their portfolio aligns with changing financial goals and personal investment restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.45% |
Fees are negotiable for particular clients based on individual negotiations, legacy arrangements, or account aggregation.