Wilmington Trust Investment Advisors, Inc
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Overview
Wilmington Trust Investment Advisors, Inc is located at Wilmington Trust Center, Wilmington, DE. The firm employs 95 financial advisors to manage client portfolios and provide financial guidance. Wilmington Trust Investment Advisors, Inc is not a registered broker-dealer.
Wilmington Trust Investment Advisors, Inc oversees $16.5 billion in assets under management across 3,487 accounts, of which 3,467 are discretionary and 20 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The firm caters to high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations, and other types of investors, with corporations being the largest client type by accounts. The fee structure at Wilmington Trust Investment Advisors, Inc includes asset-based and fixed fees. The firm has 6 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant, and commodity pool advisor.
Wilmington Trust Investment Advisors, Inc is registered in the states of Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, Texas, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wilmington Trust Investment Advisors, Inc by the Numbers
$16.5 billion
137
3,487
$4.7 million
Products and Services
Wilmington Trust Investment Advisors, Inc offers a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. However, Wilmington Trust Investment Advisors, Inc did not provide financial planning services to any of its accounts in the previous financial year. The Firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on which service is provided. Fees billed by Wilmington Trust Investment Advisors, Inc can include any blend of the following fee structures: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of investors. It caters to high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations, and other. Out of its 8 clients, Wilmington Trust Investment Advisors, Inc's largest client type by number of accounts is other, although it also caters to 6 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 3.53%
- Other Individuals - 0%
- Corporations - 68.82%
- Charitable Organizations - 27.65%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wilmington Trust Investment Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wilmington Trust Investment Advisors, Inc
Wilmington, DE
Boston, MA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Baltimore, MD
Baltimore, MD
Wilmington, DE
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