MH
CFA
MH
CFA

Marc Jeffrey Hertzberg

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
725 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$4,000
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Location

1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marc is a Certified Public Accountant and a licensed attorney since 1999. Each activity takes about 10-20% of Marc's time, with a few hours per week occurring during securities trading hours.

Employment History
Current Registrations
Wbh Advisory, INC.
February 1999 - Present · 27 yrs
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.