Joshua Mason is a CFP-designated registered investment advisor at Wbh Advisory, INC., based in Baltimore, MD, with 20 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 746 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WBH Advisory charges a fee based on a percentage of the assets they manage. For new clients, this fee ranges from 0.45% to 1.2% per year, depending on various factors. For clients who engaged WBH prior to January 1, 2026, fees can range from 0.10% to 1.75% per year. WBH may charge a higher advisory fee for the equity than fixed income portions of certain client portfolios. There is a minimum quarterly advisory fee of $1,500 for new clients.
Location
1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wbh Advisory, INC.
Previous Registrations
Congress Wealth Management LLC
Pinnacle Advisory Group, INC.
H. Beck, INC.
State Registrations2 states
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