Assets Under Management
$5.7B
Number of Clients
10,099
Number of Advisors
218
Average Client AUM
$568K
AUM per Advisor
$26.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Wedbush Securities offers investment advice and management services through its Wealth Management division on a discretionary and non-discretionary basis. They also offer financial planning services, research services to institutional clients, and advisory wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.90% |
| $3.0M - $5.0M | 1.60% |
| $5M+ | 1.60% |
Fees negotiable for accounts over $5,000,001.
Attn: Compliance Dept., 1000 Wilshire Blvd. Suite 900, Los Angeles, CA, 90017