Range and Fisher Investments both offer personalized financial services, but they differ dramatically in how they charge, who they serve and the kind of advice they offer. See the key differences to help you decide which firm is right for your financial needs.
 Range |  Fisher Investments | |
| Best for |
|
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| Minimum investment | $0, but designed for those making over $300,000 | $1,000,000 |
| Fee structure | Flat annual fee ($2,655–$8,955) | AUM-based: 1.25% annually (tiered) |
| Advisor access | Team of Certified Financial Planners and specialists | Dedicated investment counselor |
| Planning depth | Comprehensive: tax, equity comp, estate, etc. | Primarily focused on investments |
| Investment management | Optional, passive or custom | Included and required |
| Learn more |
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| Feature | Range | Fisher Investments |
| Minimum investment | $0, but designed for those making over $300,000 | $1,000,000 |
| Fee model | Flat annual fee ($2,655–$8,955) | AUM-based: 1.25% annually on the first $1 million 1.125% on additional amounts over $1 million and less than or equal to $5 million 1% on amounts over $5 million |
| Pricing transparency | Transparent, listed on website | Fee information not readily accessible on website |
| Advisory access | Team-based: CFPs, tax pros, estate specialists | Dedicated investment counselor |
| Planning scope | Holistic: tax, equity comp, estate, retirement, cash flow, real estate | Primarily investment-focused |
| Investment management | Optional; custom or passive portfolios available | Included and required |
| Technology experience | Modern dashboard, real-time updates | Limited digital tools; advisor-driven |
| Communication style | Digital-first with on-demand messaging, team response | Dedicated investment counselor, focused on investment guidance |
| Tax strategy | Tax-loss harvesting available in Platinum and Titanium tiers; full tax planning | Limited tax guidance; conducts tax-loss harvesting |
| Services offered | Range | Fisher Investments |
| Investment management | ||
| Tax planning | ||
| Estate planning | ||
| Insurance planning | ||
| Cash flow analysis | ||
| Real estate planning | ||
| Business planning | ||
| Equity comp management | ||
| Tax strategies |
Range has no minimum investment requirement, making it accessible for clients at all wealth levels. However, it’s designed for high-income households — those making over $300,000 annually. Its flat-fee pricing and team approach allow flexible entry without asset thresholds.
Fisher Investments, by contrast, typically requires clients to have $1,000,000 or more in assets. This higher barrier means its services target high-net-worth clients.
Range charges a flat annual fee:
These fees stay fixed regardless of your portfolio size.
Fisher Investments uses a traditional AUM fee structure, charging 1.25% annually, billed quarterly. That means a $1 million portfolio pays about $12,500 per year. This structure can result in higher costs as your portfolio grows.
Range offers a team-based model. You get access to:
This means every area of your financial life gets input from a domain expert.
Fisher Investments assigns a dedicated investment counselor to each client. The relationship is designed around your investment portfolio, with that counselor acting as your primary point of contact. Planning beyond investments is not typically part of the engagement.
Range is built for holistic planning across multiple life domains:
Fisher Investments focuses on active portfolio management. While it offers some guidance around retirement goals or high-level planning, it’s not a comprehensive financial planning service. Areas like equity compensation, cash flow or estate strategy are not core offerings.
If you’re planning needs go beyond investments — especially if you’re dealing with stock options or real estate decisions — Range offers more relevant support.
Range offers portfolio analysis and optional investment management, focusing on long-term goals and tax-aware strategies. Clients who opt in receive guidance aligned with their broader financial plan.
Fisher Investments builds and actively manages client portfolios based on its own research and market outlook. It automatically enrolls all clients in the active investment management service.
Range has a modern, tech-driven experience with 24/7 account visibility, personalized dashboards and communication tools.
Fisher Investments, by contrast, takes a more traditional approach. The client experience is largely advisor-driven, with most planning and updates handled through phone calls or email with your investment counselor. While clients can access basic account information online, the digital tools are limited compared to tech-forward platforms like Range.
Range is a modern wealth management platform that gives clients access to a team of specialists — including CFPs, tax professionals, estate planners and equity comp experts. Its flat-fee pricing and no-minimum model make it accessible to professionals across all wealth levels.
Fisher Investments is a global investment advisory firm serving high-net-worth individuals. With a $1 million standard minimum, Fisher offers personalized portfolio management via dedicated investment counselors and uses active, research-driven investment strategies.
Range is best suited for those who want broad, integrated wealth management without asset minimums or percentage-based fees. Its team-based model provides access to specialized expertise in tax, estate, equity compensation and more — all wrapped in a flat-fee structure that promotes transparency and accessibility.
Fisher Investments, on the other hand, with its higher minimum requirement, is specifically built for high-net-worth investors seeking active portfolio management and a one-on-one relationship with an investment counselor. While its planning scope is narrower and its fees are tied to assets under management, its strength lies in its research-driven investment approach.
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