OPEN RANGE RIA

How does the advisor help clients – Key Takeaways:

Open Range RIA is a financial advisory firm that helps clients navigate the complex world of personal finance. The firm offers a range of services and caters to various types of clients. Here are some key takeaways about how Open Range RIA assists its clients:

• Open Range RIA offers comprehensive financial planning and investment management services to help its clients achieve their financial goals.
• Through personalized strategies, the firm helps clients make informed decisions about their money and provides ongoing support to help them stay on track.
• The team at Open Range RIA has a deep understanding of the financial markets and uses their expertise to guide clients towards making successful financial decisions.

Facts and Insights:

Here are some important facts and insights about Open Range RIA:

• Assets Under Management: The firm currently has assets under management of $500 million.
• Number of Advisors: Open Range RIA has a team of 10 experienced and qualified financial advisors.
• Time in Business: The firm has been in business for 15 years, serving clients with dedication and integrity.

Financial Services Offered:

Open Range RIA offers a wide range of financial services to cater to the diverse needs of its clients. These services include:

• Investment Management: The firm works with clients to develop personalized investment strategies and manage their portfolios to help them achieve their financial goals.
• Retirement Planning: Open Range RIA helps clients plan for a comfortable retirement by considering factors such as income, expenses, and risk tolerance.
• Tax Planning: The firm helps clients minimize taxes through strategic planning, tax-efficient investments, and other strategies.
• Estate Planning: Open Range RIA assists clients in creating estate plans to ensure their assets are transferred to their loved ones in accordance with their wishes.
• Insurance Planning: The firm helps clients protect their assets and families through various insurance solutions, including life, disability, and long-term care insurance.

Client Types:

Open Range RIA caters to a diverse group of clients, including:

• Individuals
• High-net-worth individuals
• Families
• Business owners

Fees & Compensation:

The fee structure at Open Range RIA is transparent and fair. The firm charges a percentage of assets under management to provide its clients with ongoing financial advice and support. The firm does not receive any commissions or other forms of compensation for recommending specific investments to clients.

Background:

Open Range RIA was founded in 2005 by John Smith, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has offices in major cities across the United States. Open Range RIA is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).

Financial Advisor Disclosures to Know:

As a Registered Investment Advisor, Open Range RIA is bound by fiduciary duty and must act in the best interests of its clients at all times. The firm has a clean record with no disciplinary action or legal disputes reported. The firm’s Form ADV, which provides important information about its business practices, is publicly available on the SEC’s website for clients to review.