As my career progressed and my finances were quickly becoming more complicated, I realized I needed to level up my wealth strategy so it could keep up with the financial picture I wanted to build.
"Part of it was how much I was making, but part of it was also life stages."1 The combination of having children, buying a house, and making increasingly significant financial decisions created a need for sophisticated guidance. "I wanted that second opinion beyond just what's in my own head about what I should do."1
I tried working with a big-name portfolio advisor, but I quickly found my financial picture had grown too complex for the basic support they were offering. I was looking for concrete strategies and advice, not light-weight guidance and abstract conversations.
After two years of paying AUM fees to an old-school advisor, I began evaluating the long-term implications of traditional advisory models. "I started thinking more about what the fee structure would look like over time. I asked myself, How much am I going to give up in an AUM model?"1
I found Range by looking for alternatives to the AUM model, but what drove me to become a member went beyond that: the all-in-one approach, including tax strategy and the ability to message advisors at any time, convinced me to give Range a try.
After switching to Range, "I feel like I have the best view I've ever had of my entire financial picture. For the first time [...] I really had a full picture of everything in one place."1
This comprehensive view enabled sophisticated decision-making. When my company announced a major liquidity event, I was prepared: "I knew that if there were a liquidity event, I would definitely need much more support than I'd get [with my previous advisor]. And thankfully, I'd already moved to Range, because the day I found out about the event, I immediately went into the Range portal and got great support."1
What distinguishes Range in my experience is the combination of accessibility and depth. "The accessibility and responsiveness of Range has been exceptional. I know that anytime I have a question, I can ask it and I will get a response."1
Range provided advice for everything from diversifying my concentrated holdings through dollar-cost averaging to strategy on funding a donor-advised fund and everyday tax optimization. And these weren't abstract scenarios, they were "great, very tangible recommendations, like actual numbers."1
This contrasts sharply with traditional advisors. With my old advisor, I had to “wait a couple weeks to get a phone call scheduled, then it's a 30-minute call, and it's kind of up in the clouds, talking about what we should do, but not specific in terms of the numbers and everything else. I don't need to [...] have someone explain a concept to me. I need a plan and actual specific advice."1
Today, I feel a lot more in control of my wealth strategy. "Despite my financial situation being multiples higher in complexity, I feel like I've got both hands on the wheel now, and maybe a third hand from a friend at Range helping me steer the car."1
This confidence extends beyond current optimization to future readiness: "I feel like there's a level of comfort knowing that regardless of what happens, I have [...] really deep and expert support from Range that will help me navigate that."1
1 This testimonial was provided by a client of Range Advisory, LLC and prepared in partnership with the client based on a prior live interview. Only direct quotes should be considered attributable to the client. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes. No compensation was provided for this testimonial. Details such as client name have been altered to protect the identity of our client.
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