Wbh Advisory, INC.

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Assets Under Management

$1.5B

Number of Clients

725

Number of Advisors

Average Client AUM

$2.1M

AUM per Advisor

$135.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WBH Advisory, Inc. provides investment management, financial planning, estate planning, and income tax planning. They offer Wealth Management for clients with more assets and Portfolio Management + Financial Planning for those with fewer assets. Services are tailored to individual client needs and objectives.

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. Wealth Management clients pay between 0.35% and 1.2% annually. Portfolio Management + Financial Planning clients pay 1.2% annually, plus a separate fixed fee for financial planning ranging from $2,500 to $7,500. WBH charges a minimum quarterly advisory fee of $1,000. Fees may be negotiable based on various factors. The firm may charge a higher advisory fee for the equity than fixed income portions of certain client portfolios.

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