Range Advisory LLC

Item 5 – Fees and Compensation
Non-Discretionary Advisory Services
Clients (or “Members”) pay subscription fees to Range Finance, Inc., our affiliated parent
company (“Range Finance” or the “Parent Company”), which passes a portion of the
subscription fee to Range Advisory, LLC for advisory services. Range requires that all
advice provided by Range Advisory adhere to fiduciary standards. This includes not
recommending subscription tiers that offer services that are irrelevant to the client's, or
prospective client's, financial situation. However, a conflict of interest does exist since
Range Finance does collect the full subscription fee: the Firm has an incentive to retain
members on higher subscription tiers.
Range Finance offers a flat subscription fee for access to its software and financial
platform. Through this platform customized financial advisory services are provided by
Range Advisory. Clients may choose from four available service tiers. The fees for each
tier are paid directly by clients who sign up for the platform online. Fees for Premium,
Platinum, and Titanium tiers are paid upfront for the year . The fee for Range’s latest
offering Range Pro (“Pro”) is billed monthly or annually. A portion of subscription fees
charged for Premium, Platinum, or Titanium tiers are then passed from Range Finance to
Range Advisory, LLC for the advisory service portion of the financial platform offering.
This flat subscription fee is based on the types of services each software plan offers and
ranges from $49 to $10,000 per year. Range Finance's fees for this service is disclosed
on its website at www.range.com and fees are set forth in each Member’s advisory
agreement. Range retains the discretion to adjust the amount or timing of its flat
subscription fees for a Member depending on the nature and complexity of each Member’s
situation. Range also offers the ability for employers to purchase Range’s services for
their employees. The fees for employers may be discounted depending on the number of
employees that are registered through an employer or the length of the contract an
employer chooses to sign. Range will send the employer a written invoice, including the
fee, and the time period covered by the fee. Range will send these to the employer
concurrent with the request for payment of Range’s fees. Range sends an invoice to the
employer, who is then able to pay the invoice by check, credit card, or using a third-party
online service provider. Partial month services are treated as full month services for all
clients. For this service, Range does not deduct any fees from client accounts.
Range’s subscription fees are exclusive of brokerage commissions, transaction fees, and
other related costs and expenses which shall be incurred by the client. Clients may incur
certain charges imposed by custodians, brokers, third-party investment advisers, and
other third parties, such as fees charged by managers, custodial fees, deferred sales
charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and
other fees and taxes on brokerage accounts and securities transactions. Mutual funds and

ETFs also charge internal management fees, which are disclosed in a fund’s prospectus.
Such charges, fees and commissions are exclusive of and in addition to the subscription
fee a Member pays, and Range Advisory shall not receive any portion of these
commissions, fees, and costs.
Discretionary Advisory Services
Clients who have signed the discretionary investment advisory agreement will be charged
the Range flat software subscription fee (described above) and as of May 24, 2023 a 0.0%
annual fee for assets under management on the TAMP. A discretionary advisory
agreement account may be terminated by a party pursuant to the terms outlined in the
discretionary advisory agreement.
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. The mutual funds and ETFs available in the TAMPs often may be
purchased directly. Therefore, clients may be able to avoid the Range Fee and TAMP Fee
by not using the advisory services of Range and the TAMP and by making their own
decisions regarding the investment.
A mutual fund in a TAMP program account may pay an asset-based sales charge or
service fee (e.g., 12b-1 fee) that is paid to the broker-dealer on the account. Range
Advisory and its affiliates are not paid these fees for purchases. TAMP advisers may offer
one or more share classes per mutual fund in their investment models or programs. Share
classes are different types of mutual fund shares that typically carry different levels of
distribution or servicing fees and are available for purchase by different types of investors,
and include, for example, “Class I, “institutional,” “investor,” “retail,” “service,”
“administrative” or “platform” share classes.
One Time or Planning Service
For one-time or planning service options not described above, clients shall pay Range
a one-time or planning service fee based on a per service or planning service basis.
Planning service options include, but are not limited to, tax planning, retirement, estate
planning, insurance optimization, education planning and cash flow. These fees may be
calculated either on an hourly basis or as a flat fee and can range from $800 to $2,000.
The fee clients pay will include the fee charged by Range and the third-party fee. Range
retains the discretion to adjust the fee or billing model for a given client or service
depending on the nature and complexity of each client’s one-time service or planning
service. The fees are paid directly by the client who signs up for the planning service
option.
Fees Negotiable
Range retains the right to modify fees in its sole and absolute discretion, on a client-by-
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Item 7 – Types of Clients
Range Advisory provides investment advice to individuals, high-net-worth, and ultra-high-
net-worth individuals. Range Advisory provides advisory services to U.S. citizens, lawful
permanent residents of the United States, and other individuals who are legally authorized
to reside and work in the United States. All clients must maintain a U.S. address to receive
advisory services from the Firm. Prior to engaging Range Advisory to provide any of the
investment advisory services described in this Brochure, the client will be required to enter
into a written agreement setting forth the terms and conditions under which the firm shall
render its services.