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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.