Open Range Financial Group offers asset management for held-away accounts, comprehensive portfolio management (including financial planning), and standalone financial planning and consulting. For portfolio management, they may use ETFs, mutual funds, individual stocks/bonds, or the sub-advisory services of Simplicity Wealth's Turn-Key Asset Management Platform. Financial planning covers a range of topics, including retirement, estate, tax, and education planning. Clients can place reasonable restrictions on investments.
Assets Under Management$77M
Clients73
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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. Clients using Simplicity Wealth's sub-advisory services will incur additional fees not exceeding 0.40%. Accounts not granted discretion will be assessed a service charge of ten (10) basis points.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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