Angart & Co. helps individuals and businesses with their finances. They offer investment management to help clients reach long-term investment goals. They also provide financial advice on investments, retirement, taxes, and estate planning. Angart & Co. manages retirement plans, education funds, estates, trusts, and general personal assets. Client funds are invested in stocks, bonds, mutual funds, and government securities held in the client's name at a custodial bank or brokerage firm.
Assets Under Management$16M
Clients9
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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