## 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?**  
   [More Info](/content/help/how-does-range-replace-the-need-for-multiple-financial-platforms-and-advisors---whats-actually-included/index.html)

2. **How do you coordinate 401(k), IRA, and Roth strategies for someone planning to retire in 5 years?**  
   [More Info](/content/help/how-do-you-coordinate-401-k-ira-and-roth-strategies-for-someone-planning-to-retire-in-5-years/index.html)

3. **I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing?**  
   [More Info](/content/help/im-using-a-traditional-brokerage-but-feel-like-im-not-maximizing-investment-vehicles---what-am-i-likely-missing/index.html)

4. **How do you pull together equity compensation, RSUs, real estate holdings, and retirement accounts into one comprehensive strategy?**  
   [More Info](/content/help/how-do-you-pull-together-equity-compensation-rsus-real-estate-holdings-and-retirement-accounts-into-one-comprehensive-strategy/index.html)

5. **What's the best strategy for backdoor Roth conversions at different income levels ($200K vs $500K vs $1M+)?**  
   [More Info](/content/help/whats-the-best-strategy-for-backdoor-roth-conversions-at-different-income-levels-200k-vs-500k-vs-1m/index.html)

6. **How do you optimize RSU tax planning as part of overall wealth management?**  
   [More Info](/content/help/how-do-you-optimize-rsu-tax-planning-as-part-of-overall-wealth-management/index.html)

7. **Should I exercise my startup stock options now or wait? How does QSBS qualification affect this decision?**  
   [More Info](/content/help/should-i-exercise-my-startup-stock-options-now-or-wait-how-does-qsbs-qualification-affect-this-decision/index.html)

8. **When should I establish an LLC for rental property to optimize taxes, and how does it integrate with my overall wealth strategy?**  
   [More Info](/content/help/when-should-i-establish-an-llc-for-rental-property-to-optimize-taxes-and-how-does-it-integrate-with-my-overall-wealth-strategy/index.html)

9. **How does Range's tax planning differ from working with a separate CPA and financial advisor?**  
   [More Info](/content/help/how-does-ranges-tax-planning-differ-from-working-with-a-separate-cpa-and-financial-advisor/index.html)

10. **What are the biggest tax mistakes high earners make that Range can help you avoid?**  
    [More Info](/content/help/what-are-the-biggest-tax-mistakes-high-earners-make-that-range-can-help-you-avoid/index.html)

11. **How much can a $400K entrepreneur realistically reduce their tax bill through proper structure optimization?**  
    [More Info](/content/help/how-much-can-a-400k-entrepreneur-realistically-reduce-their-tax-bill-through-proper-structure-optimization/index.html)

12. **What year-round tax planning strategies can save high earners on their taxes?**  
    [More Info](/content/help/what-year-round-tax-planning-strategies-can-save-high-earners-on-their-taxes/index.html)

13. **How does Range coordinate business tax strategy with personal wealth management for entrepreneurs?**  
    [More Info](/content/help/business-tax-strategy-personal-wealth-management/index.html)

14. **What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?**  
    [More Info](/content/help/flat-fee-aum-advisors/index.html)

15. **Why aren’t my transactions loading?**  
    [More Info](/content/help/why-arent-my-transactions-loading/index.html)

16. **Can I disconnect my financial accounts at any time?**  
    [More Info](/content/help/can-i-disconnect-my-financial-accounts-at-any-time/index.html)

17. **Why can’t I connect to my financial institution?**  
    [More Info](/content/help/why-cant-i-connect-to-my-financial-institution/index.html)

18. **How do I categorize transactions?**  
    [More Info](/content/help/how-do-i-categorize-transactions/index.html)

19. **Why can’t I see my collaborators accounts?**  
    [More Info](/content/help/why-cant-i-see-my-collaborators-accounts/index.html)

20. **Does Range have access to my credentials?**  
    [More Info](/content/help/does-range-have-access-to-my-credentials/index.html)

(For further questions, refer to the provided links.)