Partner Feedback: Range

I've considered Range in the past but I never became a client

Have you set up your complimentary Vyzer account?

Access to Advisors for portfolio reviews & ad-hoc questions

Allocation planning for alternative asset investments

Equity comp planning  for RSUs, NSOs, etc.

Advisors didn’t have the expertise I needed / the service could not handle my level of complexity

Offering didn’t meet my service level expectations

I haven’t had time yet to complete all my research

The offering seems good, but the transition effort isn’t worth it

I don’t like their business/pricing model

Engaged a different fixed fee financial advisor

Engaged a different, more high touch financial advisor?