Your goals are unique.
Your financial strategy should be too.
Personalized wealth guidance built around your family, your future, and the life you want to create.
Financial Services
Membership
Fee: Flat Rate: $500
The goal of this plan is ownership and understanding of your own financial strategy— we want you to know what you’re invested in, and why.
Membership involves several steps: discovery, goal-setting, education, and strategy.
A purpose-built passive portfolio to suit your unique life and provide true peace-of-mind in your financial future.
Members have access to consultation year-round and are scheduled for an annual deep-dive to re-evaluate goals, understanding, and strategy performance.
Active Management
Fee: 1% AUM (capped at $1.0M AUM)
Active Management means a portfolio manager remains actively engaged in the execution of your specific plan throughout the year.
Whether your goal is long-term capital appreciation, retirement income, estate preservation, tax-efficiency, or saving for a large purchase— we create a plan with you and actively manage the strategy so you don’t have to.
Active Management is the core of what True Range Strategic Wealth was built on, a concierge service that combats the legacy high-fee mutual fund portfolios of the past.
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Performance Based
The Flagship True Range X leveraged fund executes a robust active trading strategy involving derivatives to create a flywheel of income and grow investor funds with risk-adjusted returns.
The fund manager collects no fees unless the fund outperforms the S&P 500 (SPY) index annually.
Management Fee: 2% AUM
*restrictions apply*
Get in Touch
Whether you have a question, an idea, or just want to say hello, feel free to reach out—we’re here to help.