Range Advisory offers financial planning and investment advice online. They provide both discretionary investment management through third-party platforms and non-discretionary advice. Range aims to guide clients in all aspects of their financial well-being, including investments, credit cards, loans, and insurance. They also offer an AI-powered assistant to answer financial questions.
Assets Under Management$270M
Clients381
Advisors29
Avg. per Client$710K
Avg. per Advisor$9.3M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Clients also pay a flat software subscription fee to Range Finance. If assets are invested in mutual funds, ETFs or other pooled funds, there are three layers of advisory fees and expenses for those assets. Client will pay an advisory fee to Range, an advisory fee to the TAMP, as well as other fees and expenses as a shareholder of the relevant fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
29 Advisors at this firm
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