Satish Dharwadkar
Satish Dharwadkar is a registered investment advisor at Mangotree Capital, LLC, based in Sterling Heights, MI, with 20 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
MangoTree Capital's fees for managing your investments are based on the type of investment strategy used:
- Tactical Model (Funds) — 1.5% per year
- Ultra-Tactical Model (Funds, Stocks, Options) — 2.5% per year
- Other Platform Accounts (e.g., 529 Plans, Annuities) — 0.5% per year
- Custom Allocation — 2.0% per year
Fees are calculated quarterly in advance based on the value of your account. Fees may be negotiable.
Location
6633 Eighteen Mile Road #2, Sterling Heights, MI, 48314
Get directionsHistory
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.