Carl Spangler is a registered investment advisor at Rampart Asset Management LLC, based in Irvine, CA, with 12 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Rampart Asset Management's fees for managing your investments are negotiated and can be up to 1.25% of the value of your portfolio per year. The fees can be billed monthly or quarterly, either in advance or after the services are provided, depending on the agreement. The basis for calculating the value of your portfolio varies based on the individual arrangement with each client.
Location
19800 MacArthur Blvd., Suite 600, Irvine, CA, 92612
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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
Carl is a co-trust protector for a friend's family trust, attending investment review meetings, dedicating minimal time. He is also a registered advisor at Rampart Asset Management LLC, spending a few hours per week in this role.
Employment History
Current Registrations
Rampart Asset Management LLC
Mischler Financial Group, INC.Broker
Previous Registrations
Levasseur Capital Partners LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.