Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Carrie is the manager of Malvern Stonebridge LLC, a family LLC for estate planning purposes, since 2019. This activity requires minimal time.