Range Advisory, LLC
Assets Under Management
$144.7M
Number of Clients
224
Number of Advisors
25
Average Client AUM
$646K
AUM per Advisor
$5.8M
Compensation
N/A
About This Firm
Range Advisory offers financial planning services through discretionary and non-discretionary recommendations. Discretionary services are limited to investment accounts managed through Turn-key Asset Management Platforms (TAMPs). Non-discretionary services offer general advice on clients’ investment objectives. They also provide guidance on various financial products and services.
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
Location
8270 Greensboro Drive, Suite 910, Mclean, VA, 22102
