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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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.