Wbi Investments, LLC
Assets Under Management
$552.6M
Number of Clients
764
Number of Advisors
6
Average Client AUM
$723K
AUM per Advisor
$92.1M
Compensation
Fee-Only (AUM)
About This Firm
WBI Investments, LLC is a registered investment adviser providing investment management services to institutional and retail clients. They offer Separately Managed Accounts (SMA), Affiliated Exchange Traded Funds (ETFs), and Unified Managed Accounts (UMA). Clients can access these products through various programs, including the Cy Portfolio Optimization Program and sponsored investment management programs.
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
Location
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701