Range Financial Group provides investment advice and financial planning to individuals, families, and businesses. Range Financial Group offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. RFGL also offers consulting services to pension or other employee benefit plans. Financial plans may include investment planning, life insurance analysis, tax analysis, retirement planning, college planning, and debt/credit planning.
Assets Under Management$410M
Clients405
Advisors7
Avg. per Client$1M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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