Advisor at Lange Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lange Asset Management, Inc.
Location
Fort Myers, FL
Credentials
Series 65
Industry experience
24 years
Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.
Fixed fees from $1,000 to $15,000 depending on scope and complexity
$0 - $250,000: 1.60% $250,001 - $500,000: 1.40% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% above $3,000,000+: Negotiable
$75 to $150 per hour
Account minimum: No minimum stated; however, firm may terminate accounts considered too small to manage effectively Fee-only: Fixed fees range from $1,000 to $15,000 depending on scope; Hourly fees range from $75 to $150 per hour
Fort Myers, FL
Florida · New York · Texas
Lange Asset Management, Inc.
2006 - Present (20 years)
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Other specialized services
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Series 63, Series 66
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