Wesbanco Securities, INC.

Fee-Only (% of Portfolio)

WesBanco Securities, Inc. (WSI) provides investment advisory services through wrap fee programs and third-party managed accounts. WSI offers non-discretionary advisory accounts where clients retain decision-making authority, and discretionary accounts managed by third-party managers like BNY Mellon Advisors and SEI. WSI's services include customized asset allocation recommendations and ongoing monitoring of accounts. WSI is affiliated with WesBanco Trust and Investment Services and WesBanco Insurance, which may present conflicts of interest.

Assets Under Management$170M
Clients842
Advisors48
Avg. per Client$200K
Avg. per Advisor$3.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.50%
$2M+1.00%

Fees are negotiable.

Fee Estimator
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Location

48 Advisors at this firm

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Wesbanco Securities, INC. | TrueAdvisor