Mangolds Investment Advisors provides investment management and financial planning services. Investment management involves creating a plan based on your goals, risk tolerance, and time horizon. Financial planning includes reviewing your current financial situation, future financial goals, and helping with loan and college financial aid applications. Mangolds Investment Advisors also conducts educational seminars/workshops to help educate employees and attendees with the benefits of saving and investing for retirement years.
Assets Under Management$59M
Clients493
Advisors3
Avg. per Client$120K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable, but typically only exercises this discretion for our employees. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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