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Updated September 28, 2026. Quick answer: WesBanco Securities discloses a whole-balance breakpoint schedule starting at 2.00% in its Form ADV Part 2A Appendix 1: Comprehensive Portfolio Management Wrap Fee Program Brochure (March 30, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A Appendix 1: Comprehensive Portfolio Management Wrap Fee Program Brochure (March 30, 2026): “The fee schedule is as follows:* Assets Under Management Fee First $499,999 = 2.00% $500,000 to $1,999,999.99 = 1.50% Amounts greater than $2,000,000 = 1.00% *These fees are negotiable and the final fee schedule is documented in the Registered Investor Advisor Client Agreement.”
Note: CRD 43276 independently re-verified ACTIVE/isSECRegistered=Y; WesBanco Securities is also FINRA-registered as a broker-dealer, but its IA registration is independently active. Fee schedule is from WSI’s own directly sponsored Comprehensive Portfolio Management Wrap Fee Program (WSI Advisory Accounts), which has a $50,000 minimum initial account value.
- First $499,999: 2.00%
- $500,000 to $1,999,999.99: 1.50%
- Amounts greater than $2,000,000: 1.00%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $20,000 | 1.00% |
Figures apply the wrap program’s whole-account breakpoint rate for the bracket containing the total balance rather than a blended marginal calculation; a balance of exactly $2,000,000 is treated as entering the top bracket since the middle bracket’s stated ceiling is $1,999,999.99.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, WesBanco Securities’s own published rate runs $7,500 a year.
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- Form ADV Part 2A Appendix 1: Comprehensive Portfolio Management Wrap Fee Program Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044138
- SEC Investment Adviser Public Disclosure, WesBanco Securities, Inc. (CRD #43276): https://adviserinfo.sec.gov/firm/summary/43276
- WesBanco Securities, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/43276/PDF/43276.pdf
Methodology. This page was built September 28, 2026, drawing on WesBanco Securities’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving WesBanco Securities instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full WesBanco Securities review.
Is WesBanco Securities a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See WesBanco Securities’s minimum investment, straight from its own Form ADV Part 2A brochure.