Assets Under Management
$130.0M
Number of Clients
86
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Wilmington Trust Investment Management (WTIM) provides discretionary investment advisory services through its Separately Managed Account Program. WTIM invests client assets in various exchange-traded products, mutual funds, individual securities, closed-end funds, and/or model portfolios. Clients work with an investment advisor representative to discuss investment objectives and any changes to financial circumstances or investment restrictions.
| Assets Under Management | 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% |
Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001