Satish Dharwadkar is a registered investment advisor at Mangotree Capital, LLC, based in Tampa, FL, with 21 years of industry experience. Satish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 52 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary depending on the strategy selected: 1.5% for tactical models, 2.5% for ultra-tactical models, 2.0% for custom allocations, and 0.5% for other platform accounts like 529 plans and annuities. Fees are negotiable.
Fee Estimator
Location
3030 N Rocky Point Dr W, #150, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
October 2011Employment History
Current Registrations
Mangotree Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
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