Lange Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,288,617
Total clients
24
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,428,692
About
Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors, and also offers retirement account rollover reviews and related advice. The firm reports managing roughly $34 million in discretionary assets for about two dozen clients and typically invests through mutual funds and exchange-traded funds while remaining able to advise on other security types as appropriate.
The firm's investment approach combines rotation investing with fundamental, technical, and cyclical analysis, and it employs both short- and long-term purchase strategies tailored to clients’ objectives and risk tolerances. Accounts are generally managed on a discretionary basis, and the firm aggregates trades (block trading) when executing multiple client orders.
Noteworthy distinctions include a very small client roster relative to assets under management, which indicates a focus on relatively large individual accounts, and an advisory consulting practice offered on fixed-fee or hourly arrangements for targeted financial planning needs. The firm routinely recommends a single major custodian for execution and custody and does not vote client proxies, leaving proxy voting responsibility to clients.
Client services
Portfolio management
Consulting services
Expertise
Passive / index investing
Fee options
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
Main office location
Lange Asset Management, Inc.
Fort Myers FL, United States
Number of offices
1
Most active in
Lange Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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