Ronald Wrobel
Advisor at Coston, McIsaac & Shea Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Coston, McIsaac & Shea Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bar Harbor, ME 04609-1806
Credentials
Series 65
Industry experience
16 years
Ronald Wrobel is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 16 years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s in Bar Harbor, Maine. His professional activities include providing accounting services and referring clients to investment advisers when appropriate. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities while generally avoiding frequent trading, margin, and options.
Based on Coston, McIsaac & Shea Financial Advisors
Based on Coston, McIsaac & Shea Financial Advisors
$0.00 - $250,000: 1.25% annually $250,000 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually
Account minimum: $250,000 Minimum fee: Minimum account size of $250,000 to open an account for management services; accounts below this minimum are not accepted.
38 Rodick Street Suite B
Bar Harbor, ME 04609-1806
Maine
Coston And Mcisaac Cpa's
2009 - Present (17 years)
Coston And Mcisaac Ia
2009 - Present (17 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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