WBH Advisory offers investment management and financial planning services to individuals, trusts, retirement plans, and other organizations. WBH tailors its investment advice to each client's unique needs and objectives. WBH may also provide standalone financial planning and consulting services for a separate fee. WBH uses fundamental and cyclical analysis to make investment decisions.
Fee Structure
WBH Advisory charges a fee based on a percentage of the assets they manage. For new clients, this fee ranges from 0.45% to 1.2% per year, depending on various factors. For clients who engaged WBH prior to January 1, 2026, fees can range from 0.10% to 1.75% per year. WBH may charge a higher advisory fee for the equity than fixed income portions of certain client portfolios. There is a minimum quarterly advisory fee of $1,500 for new clients.
