Wedbush Securities is a financial services firm offering wealth management, investment advice, and brokerage services to individual and institutional clients. Through its Wealth Management division, Wedbush Securities provides both discretionary and non-discretionary investment management, wrap fee programs, and third-party managed account programs. Clients can work with financial consultants to build personalized investment portfolios tailored to their risk tolerance, investment objectives, and time horizons. The firm also offers financial planning services to help clients assess their overall financial situation, retirement goals, and asset allocation strategies. Additionally, Wedbush Securities operates as a registered broker-dealer, offering full-service brokerage capabilities, research services, and various investment products. The firm manages billions in assets and serves a diverse client base ranging from individual retail investors to large institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.