Dylan Montal is a registered investment advisor at Range Advisory, LLC, based in New York, NY, with 7 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 381 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Clients also pay a flat software subscription fee to Range Finance. If assets are invested in mutual funds, ETFs or other pooled funds, there are three layers of advisory fees and expenses for those assets. Client will pay an advisory fee to Range, an advisory fee to the TAMP, as well as other fees and expenses as a shareholder of the relevant fund.
Fee Estimator
Location
685 Third Ave, Floor 30, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Range Advisory, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.