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Updated September 28, 2026. Quick answer: $50,000 for the WSI Advisory Accounts wrap program. WesBanco Securities’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, WesBanco Securities’ own published fee schedule works out to $1,000 a year.
The minimum, in the firm’s own words
“The minimum initial account value is $50,000 in plan assets (unless otherwise state in the individual portfolio) which may be waived by the financial advisor based on the needs of the client and complexity of the situation.”
On waivability: “which may be waived by the financial advisor based on the needs of the client and complexity of the situation”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the WSI Advisory Accounts wrap program | $50,000 | $1,000 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A Appendix 1: Comprehensive Portfolio Management Wrap Fee Program Brochure, March 30, 2026 | |||
WesBanco Securities’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,000 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, WesBanco Securities’ own published fee schedule runs $7,500 a year; see the full dollar breakdown from WesBanco Securities’ own fee disclosure across several account sizes. Read our full review of WesBanco Securities before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave WesBanco Securities, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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, quoting directly from WesBanco Securities’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.