John Raymond Ciccarone

Wbh Advisory, INC.

33 Years of Experience

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Firm Information

Wbh Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

11 advisors

Number of Clients

725 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$4,000

Financial Plan Fee:$2,500 - $7,500

WBH Advisory charges fees based on a percentage of assets under management. For Wealth Management clients, this ranges from 0.35% to 1.2% annually. Portfolio Management + Financial Planning clients pay 1.2% of AUM, plus a separate fixed fee for financial planning, typically between $2,500 and $7,500. WBH charges a minimum quarterly advisory fee of $1,000. Fees may be negotiable based on various factors, potentially leading to different fees for similarly situated clients.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Advisor Information

Office location

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

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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.