Range FAQ - What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?

What’s the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?

A $5M portfolio typically pays $50,000 annually in 1% AUM fees. Range's flat-fee model eliminates this AUM cost entirely, saving $50,000+ per year. More importantly, AUM fees compound against your portfolio growth - over 20 years, avoiding 1% AUM fees on a $5M portfolio can save an estimated $1.2 million due to compound interest.

Range's 0% AUM structure means:

• No fees that scale with portfolio value
• More money stays invested and compounds
• Transparent, predictable pricing
• Tax optimization savings aren't reduced by percentage-based fees

As John Bogle noted, this eliminates "the tyranny of compounding costs" that traditional AUM advisors create.

How 0% AUM Fees Can Save You Money Over Time - YouTube

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How 0% AUM Fees Can Save You Money Over Time

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