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The fee is billed in advance, is negotiable and has a $6,000 annual minimum.","source":"FORM ADV, PART II, filed 29 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does WBH Advisory use?","answer":"WBH Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.2B and National Financial Services LLC (Boston, MA), with $494M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WBH Advisory have?","answer":"WBH Advisory has 11 investment adviser representatives registered with state securities authorities, out of 16 employees, and 11 perform investment advisory functions. 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