Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WBI's investment management fees vary depending on how clients access their services. Fees are negotiable and typically range between 1.0% and 2.25% annually, based on the market value of assets under management, the SMA program type, and the specific investment management services provided. The total fee includes compensation for WBI and an asset-based service fee paid to the Introducing Advisor. WBI may waive or credit management fees to avoid double-billing when clients invest in Affiliated ETFs.
Areas of Practice
Advisor Information
Office location
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ, 07701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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