Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.00% |
AUM fee is 0.0% annually. Clients also pay a flat software subscription fee.
Fee Estimator
Range Advisory charges a flat subscription fee for access to its software and financial platform, ranging from $49 to $10,000 per year, based on the services offered in each tier. This fee is paid to Range Finance, Inc., which then passes a portion to Range Advisory for advisory services. One-time planning services range from $800 to $2,000. Fees may be adjusted based on the complexity of the client's situation.
Areas of Practice
Advisor Information
Office location
New York, NY
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel is a sole proprietor/freelancer for SKS Advisory Services, which provides accounting and light financial planning services. He spends a few hours per week on the business, including minimal time during securities trading hours.