Range FAQ - Do I need to invest with you—are there any account minimums?

Q: Do I need to invest with you—are there any account minimums?

Nope. You don’t need to move any of your money to take advantage of Range. But at 0% AUM, you might want to consider it.

Range Advisory, LLC (“Range Advisory” or “the Firm”) is an SEC registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
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Range Advisory has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of Range Advisory.
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Investment management and advisory services are provided by Range Advisory to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current , for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
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Unless otherwise noted, any statement regarding an individual’s experience with Range Advisory contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range Advisory's clients or their experiences. Such statements do not guarantee future performance or success.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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For additional information about Range Advisory’s services, please refer to our ,, and .

*Current member, not compensated for this testimonial.
**We are not estate attorneys, Range is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

‍¹ Range Finance, Inc. pricing and additional information can be found at Range.com/pricing. As described in our Discretionary Advisory Agreement, Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.
‍² 4 % APY is the national average interest rate for savings accounts as posted on , as of February 20, 2024. The Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers.
³ APY Interest rate is impacted by the federal funds rate and is adjusted in line with changes made by the Federal Reserve.
⁴Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.

Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance, Inc.

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