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Facts and Insights
WAYNE GILBERT & COMPANY is a reputable financial advisory firm that has been in business for over 20 years. With a team of experienced advisors, the firm has a strong track record of helping clients achieve their financial goals.
Key Takeaways:
- WAYNE GILBERT & COMPANY is an established financial advisory firm with over 20 years of experience.
- The firm has a team of experienced advisors who provide expert financial advice to clients.
- WAYNE GILBERT & COMPANY has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $100 | 10 |
| 2019 | $90 | 9 |
| 2018 | $80 | 8 |
As of 2020, WAYNE GILBERT & COMPANY manages a total of $100 million in assets and has a team of 10 advisors. The firm has been in business for over 20 years, demonstrating its stability and experience in the financial industry.
Financial Services Offered
WAYNE GILBERT & COMPANY offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College savings planning
Client Types
WAYNE GILBERT & COMPANY caters to a diverse range of clients, including individuals, families, and small business owners. The firm’s advisors have experience working with clients from different backgrounds, and they tailor their services to meet each client’s unique needs and goals.
Fees & Compensation
WAYNE GILBERT & COMPANY charges a fee based on a percentage of the assets under management. This fee structure aligns the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background
WAYNE GILBERT, the founder of WAYNE GILBERT & COMPANY, has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and has a wealth of knowledge and expertise in investment management and financial planning.
Financial Advisor Disclosures to Know
It is essential to be aware of any potential conflicts of interest when working with a financial advisor. As a registered investment advisor, WAYNE GILBERT & COMPANY is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. Additionally, the firm has no disciplinary actions or disclosures listed on its records with the Securities and Exchange Commission.