Robert Mckay
Robert Mckay is a registered investment advisor at Nautical Star Financial Group LLC, based in Fort Mitchell, KY, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $39M 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 | 1.90% |
| $500K - $20.0M | 1.50% |
| $20M+ | 1.50% |
Fee schedule is for Washington Clients. For most clients, investment advisory fees will not exceed 2.00% of the value of your portfolio annually, with a minimum fee of $5,000 per year. Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
2136 Chamber Center Dr, Fort Mitchell, KY, 41017
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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
Nautical Star Financial Group LLC
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations3 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.