How does the advisor help clients – Key Takeaways:
RANGE TECHNOLOGY VENTURES, LLC is a trusted financial expert that provides comprehensive financial planning and investment management services to clients.
- Offers a wide range of financial services to help clients achieve their financial goals
- Provides personalized and proactive advice to clients for long-term financial success
- Uses innovative technology and approaches to deliver efficient and effective solutions
Facts and Insights
RANGE TECHNOLOGY VENTURES, LLC has been in business for over 10 years and has a team of experienced advisors with a proven track record of helping clients navigate the complex financial landscape.
The firm currently has over $500 million in assets under management and serves a diverse range of clients, including high-net-worth individuals, families, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10+ years |
Financial Services Offered
RANGE TECHNOLOGY VENTURES, LLC offers a wide range of financial services to individuals and institutions, including:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- Charitable giving strategies
- Business succession planning
Client Types
Range Technology Ventures, LLC serves a diverse client base, including:
- High-net-worth individuals and families
- Corporate executives and business owners
- Retirees
- Institutions, such as foundations, endowments, and trusts
Fees & Compensation
Range Technology Ventures, LLC is a fee-based firm, which means it charges a percentage of the assets under management as its compensation for services. The firm’s fees vary based on the level of service and complexity of the client’s financial situation.
The firm is committed to transparency and provides a detailed breakdown of its fees and expenses to clients.
Background
Range Technology Ventures, LLC was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm was built on John’s vision of providing personalized and proactive financial advice to help clients achieve their goals and secure their financial future.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, RANGE TECHNOLOGY VENTURES, LLC is held to the fiduciary standard, which means they are legally required to always act in the best interest of their clients. The firm has no disclosures or legal actions against it, ensuring a clean record of ethical business practices.