TrueAdvisor
TrueAdvisor
HC
HC
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

850 Main Street, Bridgeport, CT, 06604

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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.

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Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
People's United Advisors, INC.
January 2023 - September 2024 · 1 yr 8 mos
People's United Advisors, INC.
October 2018 - December 2022 · 4 yrs 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.