Robert Lang is a registered investment advisor at Aztec Capital LLC, based in Arlington, MA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be waived by the advisor. There is also a performance fee of 20% of any positive performance charged quarterly and subject to a 12 month rolling high water mark IF a client qualifies under the guidelines (1 million or more under assets). This performance fee is applicable only in accordance with the provisions of CCR Section 260.234 of the California Dept of Corporations. Clients must be accredited as defined by the SEC.
Fee Estimator
Location
Arlington, MA
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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 owns and operates www.explosiveoptions.net, an educational site and service for options traders that includes a chat room and spread trading service. This activity takes about a quarter of Robert's time.
Employment History
Current Registrations
Aztec Capital LLC
State Registrations1 state
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