Satish Athavale is a registered investment advisor at Sabina Asset Management LLC, based in Fishkill, NY, with 4 years of industry experience. Satish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $12M 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 $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.85% |
Fees are negotiable and may vary significantly from client to client.
Fee Estimator
Location
Fishkill, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sabina Asset Management LLC
State Registrations1 state
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