Anthony Michael Roth

Wilmington Trust Investment Advisors, INC.

23 Years of Experience

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Areas of Practice

Investment Management

Wilmington Trust Investment Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

156 clients

Average Client Portfolio

$111.7M average

Assets Under Management

$17.4B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Minimum Annual Fee:$7,500

Location

1100 North Market Street, Wilmington, DE, 19801

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Anthony is an employee of M&T Bank since 2014 and Wilmington Trust, N.A. since 2016. The majority of his time is dedicated to banking-related functions at these institutions.