Dylan Montal is a registered investment advisor at Range Advisory, LLC, based in New York, NY, with 7 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,773 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Range Advisory does not charge a separate fee based on a percentage of your portfolio for managing investments. Instead, investment management is included in the flat annual subscription fee you pay for your membership tier:
- Premium tier — $3,950 per year
- Platinum tier — $5,950 per year
- Titanium tier — $12,500 per year
Fees can be paid annually, semi-annually, quarterly, or monthly. Because the subscription is a flat fee, it represents a higher percentage of the portfolio for smaller accounts and a lower percentage for larger portfolios.
Location
685 Third Ave, Floor 30, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Range Advisory, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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