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Marc Jeffrey Hertzberg

WBH Advisory, Inc.

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About Marc Jeffrey Hertzberg

Marc Jeffrey Hertzberg is a registered Investment Advisor Representative with WBH Advisory, Inc. Marc has been in the industry since January 1999 and is licensed as a Certified Public Accountant and a Licensed Attorney. Marc has a Series 65 license and is a Chartered Financial Analyst. Marc has a total of 1294477358 in regulatory assets under management. Marc's firm provides financial planning, portfolio management for businesses and individuals.

Firm Information

Marc Hertzberg is currently registered with WBH Advisory, Inc.. WBH Advisory, Inc. is an investment advisor based in Baltimore, MD, with approximately $1,294,477,358 in regulatory assets under management. The firm primarily serves individuals, corporations, and charitable organizations, offering financial planning and portfolio management services. WBH Advisory has 12 investment adviser representatives and 11 individuals involved in investment advisory functions.
WBH Advisory, Inc.

1829 REISTERSTOWN ROAD, SUITE 225

BALTIMORE, MD 21208

$1.29B

Assets Under Management

3

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Marc Hertzberg’s Registration & Firm History

MD

02/27/2012 - Present

WBH Advisory, Inc. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/11/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Jeffrey Hertzberg.
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