Mangrove Advisors provides personalized financial planning and wealth management services, focusing on individuals and business owners. Services include assessing finances, cash flow, budgeting, goal setting, investment management, insurance reviews, education funding, retirement planning, and estate planning. Mangrove Advisors acts as a fiduciary, prioritizing clients' best interests and disclosing any potential conflicts of interest. Client assets are held by a third-party custodian, typically Charles Schwab.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. For accounts under $500,000, a fixed monthly fee of $250 to $2,000 is charged instead of the percentage-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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