MangoTree Capital offers personalized investment advice and portfolio management. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored investment strategy. MangoTree also provides ERISA plan advisory services to employee benefit plans. Additionally, they offer financial planning services, ranging from comprehensive plans to single-subject consultations. Clients are not obligated to act on their recommendations.
Assets Under Management$40M
Clients52
Advisors1
Avg. per Client$770K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
MangoTree Capital's fees for managing your investments are based on the type of investment strategy used:
- Tactical Model (Funds) — 1.5% per year
- Ultra-Tactical Model (Funds, Stocks, Options) — 2.5% per year
- Other Platform Accounts (e.g., 529 Plans, Annuities) — 0.5% per year
- Custom Allocation — 2.0% per year
Fees are calculated quarterly in advance based on the value of your account. Fees may be negotiable.
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