Robert Sathe is a ChFC-designated registered investment advisor at Mcf Advisors, LLC, based in Lexington, KY, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,539 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts with an initial value under $500,000 are charged an annual rate of 1.25%. Fees are negotiable on an individual basis.
Fee Estimator
Location
333 West Vine Street, 12th Floor, Lexington, KY, 40507
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the board of directors for Corporex Family of Companies, a commercial real estate business, dedicating minimal time. He is also a member of Roebling Capital Partners, a private placement firm, and spends minimal time on this activity as well.
Employment History
Current Registrations
Mcf Advisors, LLC
Previous Registrations
Mcf Advisors, LLC
Mid Central Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Rose, CFPMcf Advisors, LLC
- Andrew Sathe, CFPMcf Advisors, LLC
- Stephen Wright, CFPMcf Advisors, LLC
- Brittany Manning, CFPMcf Advisors, LLC
- David HarrisMcf Advisors, LLC
- Peter Bryans, CFA, CFPMcf Advisors, LLC