Wilmington Trust Investment Management (WTIM) offers investment advisory services through its Separately Managed Account Program. As your investment manager, WTIM will invest and manage your account assets on a discretionary basis, using various investment vehicles like exchange-traded products, mutual funds, and individual securities. Your investment advisor representative will discuss your investment objectives with you and respond to your questions. You can impose reasonable investment restrictions, but WTIM reserves the right to decline them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.45% |
WTIM may elect to reduce or change the applicable fee schedule for particular clients or groups of clients as a result of individual negotiations, legacy account arrangements, account aggregation or similar policies. Accounts assigned to WTIM from a different investment provider may also have a different fee schedule. In addition, the standard fee schedule can evolve over time and therefore accounts opened at different times may have a different fee schedule.