Robert Angart is a registered investment advisor at Angart & CO., based in Beachwood, OH, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Beachwood, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a Certified Turnaround Professional and principal at Robert Angart & Company. This activity is full-time.
Employment History
Current Registrations
Angart & CO.
State Registrations1 state
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