James Lange
James Lange is a registered investment advisor at Lange Financial Group, LLC, based in Pittsburgh, PA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lange Financial Group does not directly manage investments. Instead, they refer clients to independent investment managers. If you hire one of these managers, Lange Financial Group receives a portion of the manager's fee, which is paid by the manager and does not increase your cost. The fee Lange Financial Group receives is normally 50% of the manager's fee, but it may be higher or lower depending on the agreement.
The independent managers they work with charge maximum fees of 1.00% to 1.25%.
Location
2200 Murray Avenue, Pittsburgh, PA, 15217
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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
James owns James Lange & Associates CPA firm, Law Offices of James Lange, and Lange Life Care, LLC. He dedicates nearly full-time hours supervising these businesses, including a life/health insurance firm.
Employment History
Current Registrations
Lange Financial Group, LLC
State Registrations3 states
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.