Lange Asset Management offers investment advice tailored to each client's needs. They manage investment portfolios with the client's permission to make trades without prior approval. They also offer consulting services on financial topics like risk management and investment planning. Lange Asset Management primarily advises on investment company securities and exchange traded funds.
Assets Under Management$34M
Clients24
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
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 above $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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