Mikhail Kabalin is a registered investment advisor at Lendingrobot, based in South Yarmouth, MA, with 3 years of industry experience. Mikhail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 611 clients with $12M 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 | 0.60% |
NSR Invest Conservative, Balanced, and Assertive strategies: 0.60% per year, assessed quarterly. LendingRobot Fully Automated Mode: 0.45% per year over Fee Waiver, assessed monthly. Fee Waiver is usually the first $5,000.
Fee Estimator
Location
South Yarmouth, MA
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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 →Employment History
Current Registrations
Lendingrobot
Previous Registrations
Lime Advisory CORP.
State Registrations1 state
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