Advisor at Gilbert Investment Management
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Firm
Gilbert Investment Management
Location
Brunswick, ME 04011
Credentials
Series 63, Series 66
Industry experience
42 years
Wayne Schaab is a financial advisor at Gilbert Investment Management in Portland, ME, with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment strategy using passive index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios while managing both discretionary and non-discretionary accounts.
$0 - $200,000: Higher percentage rate (exact rate not specified) $200,000+: 1.00% annually or less based on discretion
Account minimum: $200,000 total portfolio size Minimum fee: The firm may waive minimum fees or charge lesser fees at discretion; no specific minimum fee amount stated Fee-only: Firm is strictly fee-only, no commissions or other compensation accepted
14 Maine Street, Suite 109 B
Brunswick, ME 04011
Maine · Massachusetts
Kovack Securities, Inc.
2018 - 2018 (1 year)
Delta Equity Services Corporation
2005 - 2017 (12 years)
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Capital Wealth Planning Services
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