| Frequently Asked Questions |
Q: Why Do I need an investment advisor?
A: Managing a portfolio properly takes time, experience, and discipline. What we
found is that most individuals either don’t have or want to spend the time, don’t
have the experience, or the discipline needed to successfully manage their
portfolio.
Q: What are the advantages of becoming a client of your firm?
A: At Lange Asset Management, we provide you with a customized investment
plan based on your investment goals, objectives, and risk tolerance. We monitor
the portfolio daily to make sure the portfolio is adhering to the investment plan
developed.
Q: What is your minimum client size?
A: We do not have minimums.
Q: What are your investment advisory fees?
A: Our fees are dependant on the assets we manage. The chart below shows
the fee break down.
A: Managing a portfolio properly takes time, experience, and discipline. What we
found is that most individuals either don’t have or want to spend the time, don’t
have the experience, or the discipline needed to successfully manage their
portfolio.
Q: What are the advantages of becoming a client of your firm?
A: At Lange Asset Management, we provide you with a customized investment
plan based on your investment goals, objectives, and risk tolerance. We monitor
the portfolio daily to make sure the portfolio is adhering to the investment plan
developed.
Q: What is your minimum client size?
A: We do not have minimums.
Q: What are your investment advisory fees?
A: Our fees are dependant on the assets we manage. The chart below shows
the fee break down.
Q: How does Lange Asset Management choose the investments for my
portfolio?
A: Over the years we have developed proprietary tools to identify leading
investments. We use these tools to guide our investment decisions in
conjunction with each clients goals, income needs, and tolerance for risk.
Q: How will I know what's happening in my account?
A: Since all clients accounts are held at Fidelity, you will get a statement directly
from Fidelity. You will also have access to Fidelity’s extensive website and their
toll free phone service. You can check your account daily if you choose. In
addition, Lange Asset Management will provide a quarterly performance report.
Q: I already have an account at Fidelity can Lange Asset Management
manage it without setting up a new account?
A: Yes. After completing a small form Lange Asset Management would have the
ability to manage the account.
In addition, all accounts would now have access to the institutional privileges
provided to clients of Lange Asset Management.
Q: How do I get started?
A: Simply call (877) 905-2643 and we can begin the interview process. We will
work with you to set up your account and complete any transfers if needed.
There are no charges to get started.
portfolio?
A: Over the years we have developed proprietary tools to identify leading
investments. We use these tools to guide our investment decisions in
conjunction with each clients goals, income needs, and tolerance for risk.
Q: How will I know what's happening in my account?
A: Since all clients accounts are held at Fidelity, you will get a statement directly
from Fidelity. You will also have access to Fidelity’s extensive website and their
toll free phone service. You can check your account daily if you choose. In
addition, Lange Asset Management will provide a quarterly performance report.
Q: I already have an account at Fidelity can Lange Asset Management
manage it without setting up a new account?
A: Yes. After completing a small form Lange Asset Management would have the
ability to manage the account.
In addition, all accounts would now have access to the institutional privileges
provided to clients of Lange Asset Management.
Q: How do I get started?
A: Simply call (877) 905-2643 and we can begin the interview process. We will
work with you to set up your account and complete any transfers if needed.
There are no charges to get started.
| 2009 N Sorrento Hills Road St. Augustine FL 32092 (877) 905-2643 |
Lange Asset
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| (877) 90-LANGE (877) 905-2643 sven@langeasset.com |