Range FAQ - Can Range manage my investments for me?

Can Range manage my investments for me?

Yes. Range offers full-service investment management through our partner Altruist. Our advisory team works with you to craft a portfolio designed to achieve your specific goals.

We offer a wide variety of low-cost and tax-efficient solutions from leaders in the space, like Dimensional, Vanguard, and BlackRock. We're also ready to build a fully custom portfolio for you from scratch. All investment management services are provided at 0% AUM—our flat-fee structure means your wealth growth doesn't increase our compensation.

Frequently Asked Questions

1. How does Range replace the need for multiple financial platforms and advisors - what's actually included?
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2. How do you coordinate 401(k), IRA, and Roth strategies for someone planning to retire in 5 years?
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3. I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing?
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4. How do you pull together equity compensation, RSUs, real estate holdings, and retirement accounts into one comprehensive strategy?
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5. What's the best strategy for backdoor Roth conversions at different income levels ($200K vs $500K vs $1M+)?
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6. How do you optimize RSU tax planning as part of overall wealth management?
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7. Should I exercise my startup stock options now or wait? How does QSBS qualification affect this decision?
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8. When should I establish an LLC for rental property to optimize taxes, and how does it integrate with my overall wealth strategy?
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9. How does Range's tax planning differ from working with a separate CPA and financial advisor?
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10. What are the biggest tax mistakes high earners make that Range can help you avoid?
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11. How much can a $400K entrepreneur realistically reduce their tax bill through proper structure optimization?
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12. What year-round tax planning strategies can save high earners on their taxes?
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13. How does Range coordinate business tax strategy with personal wealth management for entrepreneurs?
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14. What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?
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15. Why aren’t my transactions loading?
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16. Can I disconnect my financial accounts at any time?
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17. Why can’t I connect to my financial institution?
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18. How do I categorize transactions?
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19. Why can’t I see my collaborators accounts?
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20. Does Range have access to my credentials?
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(For further questions, refer to the provided links.)