Wbh Advisory, INC.
Assets Under Management
$1.5B
Number of Clients
725
Number of Advisors
11
Average Client AUM
$2.1M
AUM per Advisor
$135.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WBH Advisory offers wealth management and portfolio management + financial planning services. They tailor services to individual client needs, including investment objectives, risk tolerance, and time horizon. They manage client assets on a discretionary basis and may recommend other professionals for non-investment implementation purposes.
Fee Structure
Minimum Annual Fee:$4,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208
