WBB Securities is an investment advisory firm that provides customized advisory services. WBB's advisory representatives are independent contractors who offer advisory programs. The investment recommendations are not legal or accounting advice, and clients should discuss the impact of financial advice with their attorney and/or accountant. WBB offers discretionary and non-discretionary managed accounts, typically consisting of equities and mutual funds.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable. Clients also pay $7.50 per trade confirmation. Total fee will not exceed 2.50% of the relevant asset balance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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