WBH Financial Services is an independent registered investment advisor located in Lake Oswego, Oregon, that has been in business since 2015. Led by founder Wm. Brent Hamilton, WBH Financial Services offers personalized financial planning and investment management designed to align with each client's unique financial goals and life priorities. The firm utilizes broadly diversified portfolios consisting of mutual funds, exchange-traded funds, individual equities, and fixed income securities tailored to each client's risk tolerance and time horizon. WBH Financial Services operates under strict fiduciary standards, meaning the firm is legally required to put clients' interests first. In addition to core investment management, WBH Financial Services offers specialized financial planning packages—Coaching, Foundation, and Comprehensive—to help clients navigate milestones such as retirement planning, tax planning, estate planning, education funding, and divorce transitions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.15% |
Rates shown are for investment management without a financial planning engagement. Clients who also engage WBH Financial Services for financial planning receive a discounted rate schedule. Fees for accounts over $10,000,000 are negotiable.
