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Range

AI wealth management with flat-fee advice & tax optimization

Range Overview

Range is an all-in-one wealth management platform designed specifically for high-earning professionals, such as tech executives, doctors, and entrepreneurs. By moving away from the traditional percentage-based fee model, Range offers modern, transparent financial advice with a flat-fee structure and 0% AUM fees. The platform acts as a centralized wealth hub, aggregating all your accounts to provide a 360-degree view of your investments, taxes, estate plans, and real estate, all while being backed by fiduciary advisors legally bound to your best interests.

Range Key Features

  • Automated Wealth Hub: Centralize your entire financial life by aggregating accounts automatically, eliminating the need for scattered spreadsheets or siloed data.
  • Professional Grade Projections: Run thousands of advanced algorithms to project multiple financial scenarios, helping you discover hidden upsides and account for market volatility.
  • Flat-Fee Advisory: Access certified financial planners and a specialized expert team without the typical 1% Assets Under Management (AUM) cost, ensuring transparent and lower long-term pricing.
  • Comprehensive Strategy Optimization: Receive proactive advice on tax reduction, startup equity, real estate impacts, and cash flow monitoring to maximize your net worth.

Whether you are navigating complex stock options or planning for long-term retirement, Range provides the tools and human expertise needed to simplify the chaos of modern money management.

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