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Robert Joel Willen

WBH Advisory, Inc.

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About Robert Joel Willen

Robert Willen is an Investment Advisor Representative with WBH Advisory, Inc. Robert is licensed in Maryland and Texas. Robert has been in the industry since September of 2000. Robert is also a Chartered Financial Analyst. Robert specializes in Portfolio Management for individuals and businesses, as well as Financial Planning.

Firm Information

Robert Willen 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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Robert Willen’s Registration & Firm History

MD

02/27/2012 - Present

WBH Advisory, Inc. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 10/16/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joel Willen.
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