Walter Lange is a registered investment advisor at Leyenda Capital, based in Del Mar, CA, with 3 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
For accounts over $10,000,000, the fee is 0.5% + 20% of the annual portfolio performance above an agreed upon 10% hurdle. Fees are negotiable.
Fee Estimator
Location
Del Mar, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is the President of Lange Capital Management, LLC, a consulting firm. He spends about half of his time on this activity, with about 10-20% of his time spent during trading hours.
Employment History
Current Registrations
Leyenda Capital
State Registrations1 state
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