WBH Financial Services offers financial planning and investment management services. They help clients coordinate their financial lives with their goals, integrating investments across various accounts. WBH uses diversified portfolios and a systematic strategy. They also offer specialized financial planning packages: Coaching, Foundation, and Comprehensive, designed for clients needing expert guidance without full asset management.
Fee Structure
WBH Financial Services charges an annual fee for managing your investments. If you also engage them for financial planning or coaching services, you'll pay a fee based on a percentage of your assets and your adjusted gross income. Clients who receive financial planning services get a discounted rate for investment management.
