Investment Management

At Mangrove Advisors, we're dedicated to forging investment strategies that reflect the individuality of our clients. Our Investment Management services are crafted to foster your financial growth, whether you're embarking on your investment journey, transitioning retirement accounts, or aiming to enhance your current investment mix. We believe in a holistic approach to your financial well-being, integrating financial planning and investment management to navigate your path to financial success. Our commitment is to make informed, strategic investment decisions that align with your financial aspirations.

Customized Investment Thresholds:

Standard Investment Minimum: $500,000 for dedicated Investment Management services.

Flexible Engagement: We understand that each client's situation is unique. Therefore, we are open to accepting lower investment minimums on a case-by-case basis, especially for those who are also interested in our Financial Planning services.

Benefits of Integrated Services:

Engaging with Mangrove Advisors for both financial planning and investment management offers significant advantages. Depending on the total assets we manage for you, we may offer reduced or waived fees for financial planning, making comprehensive financial strategy development more accessible.

Investment Strategy and Management:

Our investment management strategy is meticulously tailored to each client, ensuring a unique and personalized approach to your financial portfolio. We primarily operate through advisory accounts, where our fees are transparently based on the value of the assets we manage for you, eliminating the need for additional commissions, 12b-1 fees, or platform fees. Our investment choices are carefully selected to resonate with your individual investment objectives.

Expansive Investment Options:

Beyond traditional advisory accounts, our services include a diverse range of investment solutions, each designed to cater to your unique financial needs. Our commitment lies in exploring and integrating various financial strategies into your investment plan, ensuring a holistic approach to your financial well-being. We are dedicated to finding the right mix of investment options that align with your goals, preferences, and life circumstances, providing you with a truly personalized financial strategy.

Risk Awareness:

Investing comes with inherent risks, including the potential loss of principal. No investment strategy can assure success or completely protect against loss, but our goal is to manage these risks through thoughtful planning and continuous management.

Understanding ETFs and Mutual Funds:

  • ETFs are subject to market fluctuation, trading halts, and index tracking errors, and may trade at prices divergent from their NAV.

  • Mutual funds carry the risk of principal loss and market fluctuation, without guaranteeing achievement of their investment objectives.

At Mangrove Advisors, we believe in a holistic approach to your financial well-being, integrating financial planning and investment management to navigate your path to financial success. Our commitment is to make informed, strategic investment decisions that align with your financial aspirations.

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

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