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Range
Range is an SEC-registered investment adviser in McLean, VA, since 2022. It manages approximately $654 million in regulatory assets. The firm has 38 employees...
Range
Range is an SEC-registered investment adviser in McLean, VA, since 2022. It manages approximately $654 million in regulatory assets. The firm has 38 employees and 18 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
How does Range price its services?
Range charges a flat membership fee across three tiers — Premium, Platinum, and Titanium — rather than the traditional percentage of assets under management. Pricing is publicly listed on the firm's website. The tier a member needs is determined by tax complexity, not portfolio size.
Who provides advice to Range members?
Members are served by a team of specialists that can include Certified Financial Planners, IRS Enrolled Agents, CPAs, and equity compensation specialists. The firm states that advisors have previously worked at institutions such as JP Morgan, Goldman Sachs, Vanguard, UBS, and Credit Suisse. Range's structure means a member consults different specialists depending on the financial question.
Is Range a single-family office or a multi-family office?
Range is neither. It is a Registered Investment Advisor that delivers wealth management services via a technology platform and a team-based advisory model. It does not manage the consolidated assets of a single or small number of families in the manner of a traditional family office.
Does Range participate in direct investments or fund commitments?
There is no public information indicating that Range makes direct investments, participates in fund commitments, or deploys capital into private companies on behalf of members. The firm's disclosed services are financial planning, investment management, tax planning, and estate planning.
What type of client typically uses the Titanium tier?
Range's Titanium tier is designed for members with complex international tax situations, taxes in more than three states, or over five K-1s. The tier includes all Platinum services plus handling of those complex tax situations.
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