Range planners review your Will and Estate documents and propose changes. Then, we work with your estate attorney, or, as an add-on service, we’ll handle drafting all the Estate Plan documents for you.
*Investments - This number is based on the fees of traditional wealth advisors, charging $400/hour for four 1.5-hour-long calls annually and 1% AUM fee on a $200,000 investment account. Source: aarp.org
*Tax Plan & Filing - This number is based on a CPA with a rate of $120/hour dedicating 3 working days to advise and complete one tax return. Source: intuit.com
*Estate - This number is based on the initial cost of setting up a trust-based estate plan for a single person. Source: cnbc.com
*Retirement - This number is based on four 1.5-hour-long annual calls with a financial planner charging $500 hourly. Source: aarp.org
*Insurance - Based on a one-time, industry-standard, 100% commission on a $4 million life insurance policy — the recommended coverage for a 35-year-old earning $200,000 annually with a $500,000 mortgage. Source: nerdwallet.com, edwardjones.com
*Education Planning - This number is based on an industry average expense ratio of 0.53%, and an account of $50,000. Source: vanguard.com
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Tysons, Virginia.
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