Financial Services

Your goals are unique.

Your financial strategy should be too.

True Membership

Fee: 1% AUM (Capped at $1,000)

Your Money Your Way

True Membership is our foundational service designed for individuals and families who want clarity, direction, and confidence in their financial life.

This offering begins with a comprehensive review of your goals, current investments, and overall financial picture.

We utilizes a passive strategic portfolio allocation focused on cost efficiency and diversification rather than chasing trends or investing in individual stocks.

A core part of True Membership is education and transparency. You’ll understand:

  • What you own

  • Why you own it

  • How it fits into your broader plan

We believe confident investors make better decisions. Our goal is to equip you with the knowledge and framework to stay the course, avoid costly mistakes, and build lasting wealth over time.

Best for:
Clients who want a low-fee, allocation-based strategy that provides clarity without complexity.

True Management

Fee: 1% AUM (capped at $10,000)

Active Management is the core of what True Range Strategic Wealth was built on, a concierge service that combats cookie-cutter high-fee mutual funds and passive management.

Active management opens up investment derivatives, options strategies, portfolio hedging, personalized tax and income strategies, and high-touch management.

Whether your goal is long-term capital appreciation, retirement income, estate preservation, tax-efficiency, alternative income, or saving for a large purchase— we create a plan with you and actively manage the strategy so you don’t have to.

True Management strives to utilize the best innovative savings and investment vehicles to improve the risk-reward profile of your portfolio.

Best for:
Clients who want true concierge-level portfolio management targeting their specific goals and utilizing actively managed advanced investment products.

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.