Angart & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Angart & Co. provides investment management and financial planning for individuals as well as pension and profit-sharing plans, trusts, estates and charitable organizations. The owner-operated firm reports managing about $16.13 million in client assets across a small number of client relationships and handles retirement plans, education funds, trusts and general personal accounts.
Accounts are managed on a discretionary basis with a long-term, asset-allocation focus that emphasizes diversification through stocks, bonds, mutual funds and government securities and generally avoids market timing. The firm integrates investment advice with income tax and estate-planning considerations and provides ongoing review, quarterly meetings and periodic portfolio analysis.
Distinctive features include a small client roster relative to assets under management and ownership by a practitioner with accounting and treasury credentials, reflecting a practice that blends tax and estate expertise with portfolio management and often manages grouped client accounts (personal, joint, IRAs, 401(k)s and trusts). The firm uses Charles Schwab as sole custodian, does not vote client proxies (clients retain proxy voting responsibility), and discloses it does not engage in soft-dollar arrangements or compensate for client referrals.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001+: 0.75%
$250 per hour
Main office
Beachwood OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Angart & Co. · Robert Angart & Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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