MangoTree Capital is a registered investment advisor based in Sterling Heights, Michigan, providing personalized investment management and financial planning services. MangoTree Capital offers several distinct portfolio management strategies, including tactical models focused on funds, ultra-tactical models utilizing funds, stocks, and options, and custom allocations. The firm tailors its services to each client's specific risk tolerance, investment objectives, and liquidity needs. In addition to individual portfolio management, MangoTree Capital offers advisory services to retirement plans governed by federal retirement plan rules and provides comprehensive, consultative, or single-subject financial planning services. The firm manages assets on a discretionary basis, meaning MangoTree Capital makes trades on behalf of clients without requiring prior approval for each individual transaction. MangoTree Capital also assists clients with insurance products through an affiliated insurance agency, creating potential conflicts of interest due to commission-based compensation. MangoTree Capital emphasizes a disciplined approach to asset allocation and ongoing portfolio monitoring.
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.