SW
SW

Seth White

19 Years of Experience
Wheeling, WV

Seth White is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 19 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Bank Plaza, 5th Floor, Wheeling, WV, 26003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wesbanco Securities, INC.
July 2020 - Present · 6 yrs
Previous Registrations
Security Capital Management
May 2012 - April 2020 · 7 yrs 11 mos
Mckinley Carter Wealth Services, INC.
January 2006 - February 2012 · 6 yrs 1 mo
State Registrations1 state
WV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.