Mark Lange
Mark Lange is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Tuxedo Park, NY, with 37 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
549 Rt. 17, Suite F, Tuxedo Park, NY, 10987
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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 ActivitiesSells Insurance
Mark sells LTC, disability, fixed annuities, universal life, and term life insurance since 2003. He also provides investment advisory services through Wealthcare Advisory Partners, dedicating full-time hours to this activity, and is involved with several other investment-related businesses.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Morristown Financial Group, LLP
LPL Financial LLC
Morristown Financial Group, LLP
Nathan & Lewis Securities, INC.Broker
Mfi Investments CORP.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
First Hanover Securities, INC.Broker
State Registrations10 states
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