Mangotree Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We charge an hourly fee of $300 for financial planning services.”

Flat or project fee

$3,000

“We may also charge a fixed fee, which starts at $3,000, for financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mangotree Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Any intra-quarter net deposit or withdrawal of $100,000 or more for an account will also be prorated for fee purposes.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees based on the number of days remaining in the quarter.”
• “These fees are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

How Mangotree Capital, LLC’s fees compare

• Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Sterling Heights that publish a flat or project fee charge less.

About Mangotree Capital, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

48

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$39,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160552

Website

mangotreecapital.com (opens in new tab)

Phone

(844) 626-4637

Can advise clients in 2 states: Florida, Michigan

Other planners in Sterling Heights that publish fees

• Smart Money Financial Advisors, LLCSterling Heights$750⁠-⁠$3,000
• Wealthy IntentionsSterling Heights$250/hr, $500
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500

Compare all 6 planners in Sterling Heights