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Updated September 28, 2026. Quick answer: WesBanco Securities is registered with the SEC as an investment adviser (CRD #43276, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $7,500 a year under its published fee schedule. Already a client and thinking about leaving? Budget $150 at Pershing (“Account Termination”). This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
WesBanco Securities at a glance
| Fact | What WesBanco Securities’ own pages say |
|---|---|
| Legal entity | WesBanco Securities, Inc. |
| Registration | WesBanco Securities, Inc. is registered with the SEC as an investment adviser (CRD #43276, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $7,500 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for WesBanco Securities |
| Cost to leave (exit fee) | $150 at Pershing (“Account Termination”) |
What WesBanco Securities’ own fee schedule charges
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.
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on WesBanco Securities’ own fee page.
Registration
WesBanco Securities, Inc. is registered with the SEC as an investment adviser (CRD #43276, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for WesBanco Securities.
What it costs to leave
WesBanco Securities, Inc.’s Form ADV Part 2A states “The Client Advisory Agreement may be terminated by the Client without penalty within the first five (5) business days of its execution.” WesBanco Securities, Inc. names exactly one custodian in its brochure: Pershing LLC. Pershing LLC’s own published fee schedule states “Account Termination $150.00 per account.”
A dedicated how-to-leave page for WesBanco Securities covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #43276, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/43276
Methodology. This page was built September 28, 2026, drawing directly on WesBanco Securities’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for WesBanco Securities; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading WesBanco Securities’ own Form ADV Part 2A and Form CRS. We have not used WesBanco Securities as a client. WesBanco Securities did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See WesBanco Securities’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.