Lange Asset Management is a registered investment advisor based in Fort Myers, Florida, providing personalized portfolio management and financial consulting services to individual investors since 2006. The firm builds customized investment portfolios primarily using mutual funds and exchange-traded funds, utilizing various analysis methods such as fundamental, technical, cyclical, and rotation investing strategies. Clients grant Lange Asset Management the authority to make trades on their behalf without needing prior approval for each transaction. In addition to ongoing portfolio management, the firm offers consulting services on specific financial topics like risk management and investment planning. Lange Asset Management custody client funds with Fidelity and operates as a privately owned firm led by principal owner Sven E. Lange.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees for assets above $3,000,000 are negotiable. Management fees are billed quarterly in advance.