We had a finance guy for about 8 years prior to finding Range. Although our portfolio flourished under his guidance, so did his pockets. Range’s subscription cost for a year is the equivalent of half of what he charged us in one of our accounts in a quarter… It was a no-brainer. We’re pretty risk averse and hands off investors. We know enough to understand that we’re in a good spot to stay the course, but truly could not be bothered to actively manage our portfolio. It’s nice to just email someone anytime we had questions and with their dashboards, we can really see everything in one place. Oh yeah and our Accountant retired so we signed up for their tax plan as well. Docking off a star because I don’t know if I’m still working with the same guy or some random member of the team. We are 6 months in and honestly it works for us.
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