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.