Michelle Lee Sears

Wilmington Trust Investment Advisors, INC.

13 Years of Experience

Broker

View SEC Summary

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

Penn Run, PA

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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

Michelle is affiliated with Manufacturers & Traders Trust Company (M&T Bank) since May 2022. The filing does not specify the nature or time commitment of this activity.