Range Advisory, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, and ultra-high-net-worth individuals. The firm operates on a subscription membership model through its affiliated parent company, Range Finance, Inc. Clients pay a flat annual subscription fee across different tiers (Premium, Platinum, and Titanium) which covers access to the Range platform, ongoing financial planning, and discretionary investment management without additional portfolio-based percentage fees. Range Advisory constructs model portfolios and utilizes turnkey asset management platforms, alongside offering a proprietary conversational artificial intelligence assistant named Rai to help answer financial questions and provide recommendations. The firm works with qualified custodians such as Apex Clearing Corporation and Altruist Financial LLC. Range Advisory does not require a minimum account size for its advisory services.
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.