Range Finance, Inc.

SEC-regulated
Registered investment advisor
Range Advisory, LLC, established in December 2023, is a registered investment adviser offering financial planning services online. The firm provides both discretionary and non-discretionary services, with discretionary services managed through Turn-key Asset Management Platforms (TAMPs). Clients can access a range of investment strategies, including mutual funds, ETFs, equities, and fixed income securities. Range Advisory tailors services to individual client needs, covering various financial aspects beyond investments, such as credit cards, loans, and insurance. For non-discretionary services, clients pay a flat subscription fee ranging from $2,000 to $10,000 per year. Discretionary clients are charged a flat software subscription fee and a 0.80% annual fee for assets under management on the TAMP. Range Advisory does not participate in wrap fee programs and does not charge performance-based fees. Clients may also opt for one-time planning services with fees ranging from $800 to $2,000. The firm emphasizes a fiduciary duty to act in clients' best interests and provides detailed risk disclosures related to investment strategies, market risks, and securities recommendations. Range Advisory does not have any disciplinary events to disclose and maintains a Code of Ethics to ensure client interests are prioritized. The firm does not engage in soft dollar practices and does not maintain custody of client funds or securities. Clients have access to their account information and receive periodic performance reports.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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