Fees for our Wealth Management Services are fixed fees as follows:


For Level II, the recurring quarterly fee can be added to quarterly billing for Investment Advisory Services and deducted from asset accounts under management. Estate plan development may involve additional fees. Preparation of Estate Plan documents, preparation of Income Tax projections and Income Tax Return preparation involve additional fees from tax and legal experts. Any additional fees will be proposed to the client prior to work commencing. Any additional fees will not involve any markup by or benefit to Mangrove Wealth Services, LLC and are billable directly from our team experts or the subject matter experts of the client.