Transparent, Value-Driven Fee Structure
At Mangrove Advisors, LLC, our commitment to transparency and fairness guides every aspect of our relationship with you, including how we structure our fees. Our Investment Management services' pricing is meticulously designed to reflect the value we offer throughout your financial journey. We base our fees on your Assets Under Management (AUM), ensuring our interests are perfectly aligned with yours—focused on the growth and protection of your wealth.
Tailored Pricing Based on Client Relationships
We understand that every client's financial situation and needs are unique. Therefore, our pricing may vary depending on the depth and breadth of our client relationship. This flexible approach allows us to serve you better, ensuring that our services are both accessible and tailored to meet your specific needs.
Flexible Account Requirements
Recognizing the diverse financial landscapes of our clients, we exercise discretion in waiving the minimum account requirement. This flexibility ensures that our services can accommodate a wide range of investment needs and objectives, allowing us to focus on what truly matters—helping you achieve your financial goals.
Your Success Is Our Success
Our tiered pricing model is designed to grow with you. As your portfolio increases in value, the percentage you pay in management fees decreases, aligning our success with yours. This structure demonstrates our commitment to providing value and fostering a long-term partnership based on trust, transparency, and mutual success.
Let's Build Your Financial Future Together
Understanding your investment options and the associated costs is crucial in forming a successful financial partnership. At Mangrove Advisors, LLC, we're here to offer the clarity and guidance you need to navigate your financial journey with confidence.
Transparent Pricing for Every Stage:
Our Estate and Financial Planning Services are tailored to match the complexity of your needs, with fees starting at $500 to $5,000. We believe in full transparency, ensuring you understand the value and scope of our services from the outset.
Here's how our annual fees are structured:
$0 to $999,999: 1.25% Annual Fee
$1,000,000 to $4,999,999: 1.00% Annual Fee
$5,000,000 to $9,999,999: 0.75% Annual Fee
Above $10,000,000: 0.50% Annual Fee