WBH Advisory manages investment portfolios and provides comprehensive financial planning, estate planning, income tax planning, and college planning. WBH builds customized portfolios using individual stocks, exchange-traded funds, bonds, and mutual funds tailored to each client's specific financial situation, goals, and risk tolerance. WBH also offers stand-alone financial planning and consulting services. Clients can establish accounts with no formal account minimum, though newer clients are subject to a minimum annual advisory fee.
Assets Under Management$1.7B
Clients746
Advisors11
Avg. per Client$2.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
New clients pay an annual percentage between 0.45% and 1.20% based on various factors. Subject to a minimum annual advisory fee of $6,000 for new clients.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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