Louis Porta

CFA

Wilmington Trust Investment Advisors, INC.

6 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

Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001

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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

Louis is involved with The Legacy Trust 2011, dedicating minimal time annually. He also has an investment-related activity in Hawthorne, New Jersey, but spends no time on it.