Open Range Financial Group manages investment portfolios and offers financial planning and consulting services. Open Range Financial Group works closely with clients to understand their financial situation, goals, and risk tolerance, building customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities. The firm often uses third-party managers to handle day-to-day trading and portfolio execution. In addition to investment management, Open Range Financial Group provides a broad range of financial planning and consulting services covering retirement planning, estate planning, tax strategies, business planning, cash flow analysis, insurance evaluation, and debt management. Open Range Financial Group primarily serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.70% |
Fees are negotiable and billed quarterly in advance. Non-discretionary accounts are assessed an additional 10 basis points (0.10%). Sub-advisor or platform strategies may add up to 0.35%.