WBI Investments offers investment management services to both institutional and individual clients. WBI provides access to investment products through separately managed accounts, affiliated exchange traded funds, and unified managed accounts. Clients can access WBI's services through the Cy Portfolio Optimization Program, sponsored investment management programs, and investment wrap programs. WBI's investment strategies include actively managed and passive portfolio strategies.
Fee Structure
WBI Investments charges an annual fee for investment management services in a separately managed account. The total annual management fee includes the fee paid to WBI, plus an asset-based service fee determined by and paid to the Introducing Advisor. The total annual management fee rate charged varies (generally between 1.0% and 2.25%) depending upon the market value of assets under management, the SMA program type and the specific type of investment management services to be rendered. Fees are typically deducted directly from the account on a monthly or quarterly basis. WBI may waive or credit fees to avoid double-billing when clients invest in WBI's affiliated ETFs.