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

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 for our advisory services, you might want to consider it.

Here's why.

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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Additional Information