True Range Strategic Wealth LLC

Fee-Only (% of Portfolio)Fixed/Hourly

True Range Strategic Wealth LLC is a registered investment advisor based in Anchorage, Alaska, founded and led by Chase Perrins. The firm offers two primary portfolio management options: True Management, which is an active, discretionary service utilizing strategies like covered calls and hedging, and True Membership, which is a more passive, non-discretionary service geared toward income generation and retirement preservation. Both services include ongoing, holistic financial planning covering areas such as asset allocation, budgeting, cash flow analysis, college planning, estate planning, and retirement planning at no additional separate fee. True Range Strategic Wealth recommends Interactive Brokers LLC as the custodian and broker-dealer for client accounts. The firm serves retail clients, trusts, estates, and small-to-medium-sized companies, tailoring its advice to each client's specific circumstances and risk tolerance.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

True Range Strategic Wealth offers two tiers with a 1% annual fee: True Management has a maximum annual fee cap of $10,000, and True Membership has a maximum annual fee cap of $1,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm