Robert Schlangen is a registered investment advisor at Park Walk Investments LLC, based in Austin, TX, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Qualified clients will pay up to an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
1250 S. Capital of Texas Hwy., Bldg. 3, Suite 400, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert works as an assistant for Park Walk Europe LLP, an affiliated broker-dealer, dedicating about half of his time to administrative duties. He also works as a consultant for Bates Group, a compliance consulting firm, spending a few hours per week on compliance-related matters.
Employment History
Current Registrations
Park Walk Investments LLC
Park Walk Capital Markets, LLCBroker
Park Walk Capital Markets, LLC
Previous Registrations
The Huntington Investment CompanyBroker
Park Walk Investments LLC
Park Walk Investments LLC
Aig Capital Services, INC.Broker
Sunbelt Securities, INC.Broker
Sunbelt Securities
Wfg Investments, INC.Broker
Wfg Advisors, LP
Argentus Capital Management, LLC
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Investment Bankers INC.Broker
State Registrations1 state
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