Michelle Sears is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Penn Run, PA, with 13 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of the value of your portfolio or the amount of assets they advise on. Fees are negotiable and can vary based on client type, asset class, pre-existing relationships, service levels, portfolio complexity, and account size. WTIA may waive minimum account requirements. Fees are charged quarterly, based on the value of the account at the end of the quarter. Clients pay brokerage commissions and other transaction fees separately.
Location
Penn Run, PA
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Regulatory History
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.
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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.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
M&t Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.