Wesbanco Investment Department
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Overview
Wesbanco Investment Department is located at One Bank Plaza, Wheeling, WV. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Wesbanco Investment Department is not a registered broker-dealer.
Wesbanco Investment Department oversees $839.4 million in assets under management across 6 accounts, all of which are discretionary. The services offered include portfolio management for investment companies. The firm caters to investment companies, with investment companies being the largest client type by accounts. The fee structure at Wesbanco Investment Department is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and pension consultant.
Wesbanco Investment Department is registered in the state of West Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wesbanco Investment Department by the Numbers
$839.4 million
15
6
$139.9 million
Fee Structure
Fees for financial advice typically vary depending on which services are offered. Fees billed by Wesbanco Investment Department typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies. Wesbanco Investment Department's largest client type by number of accounts is investment companies.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wesbanco Investment Department does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wesbanco Investment Department
Wheeling, WV
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