Stephen Lange
Stephen Lange is a registered investment advisor at Sagespring Wealth Partners, based in Brent, TN, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
6 Cadillac Drive, Suite 405, Brent, TN, 37027
Get directionsHistory
Regulatory History (1)
Criminal
November 1999Other Business ActivitiesSells Insurance
Stephen is the owner of Lange Wealth Team, a partner at Sage Spring Wealth Partners (an independent RIA), and owns rental real estate. He is also an agent for Vanbridge, recommending insurance amounts to clients, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 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.