Choosing a wealth management service means balancing accessibility, planning quality and cost. Here’s how Range and Vanguard Personal Advisor Select (PAS) compare — especially for investors seeking expert guidance, digital convenience and long-term financial growth.
 Range |  Vanguard PAS | |
| Best for |
|
|
| Minimum investment | $0, but designed for those making over $300,000 | $500,000 |
| Fee structure | Flat annual fee ($3,950-$12,500) | 0.30% of assets under management (AUM) |
| Advisor access | Team of Certified Financial Planners (CFPs) and specialists | Dedicated CFP |
| Planning depth | Comprehensive: tax, equity comp, estate, etc. | Primarily retirement, investment and tax |
| Investment management | Optional, passive or custom | Discretionary, Vanguard index-focused |
| Learn more |
Choose Range if:
Choose Vanguard PAS if:
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| Feature | Range | Vanguard PAS |
| Minimum investment | $0, but designed for those making over $300,000 | $500,000 |
| Fee model | Flat annual fee ($3,950-$12,500) | 0.30% AUM |
| Pricing transparency | Transparent, listed on website | Transparent, but varies with portfolio size |
| Advisory access | Team-based: CFPs, tax pros, estate specialists | One dedicated CFP |
| Planning scope | Holistic: tax, equity comp, estate, retirement, cash flow, real estate | Primarily retirement, investments and some tax strategy |
| Portfolio management | Optional; custom or passive portfolios available | Included; Vanguard-managed portfolio |
| Technology experience | Modern dashboard, real-time updates | Traditional interface, less dynamic |
| Communication style | Digital-first with on-demand messaging, team response | Scheduled 1-on-1 advisor calls |
| Tax strategy | Tax-loss harvesting available in Platinum and Titanium tiers; full tax planning | Included automatically for taxable accounts under management |
| Services offered | Range | Vanguard PAS |
| Investment management | ||
| Tax planning | ||
| Estate planning | ||
| Insurance planning | ||
| Cash flow analysis | ||
| Real estate planning | ||
| Business planning | ||
| Equity comp management | ||
| Tax strategies |
Range is accessible to a wide audience with no asset minimums, though it’s designed for high-income households — those making over $300,000 annually. If you have complex finances, Range’s pricing is based on the services you need, not the size of your portfolio.
Vanguard PAS, on the other hand, is only available to investors with at least $500,000 in assets managed by Vanguard. It’s positioned for established investors with sizeable portfolios.
Range charges a flat annual fee:
These fees stay fixed regardless of your portfolio size.
Vanguard PAS charges 0.30% AUM annually. That means:
For smaller portfolios, Vanguard may cost less. But for larger, more complex needs, Range offers predictability and potentially better value.
Range offers a team-based model. You get access to:
This means every area of your financial life gets input from a domain expert.
Vanguard PAS assigns you a dedicated CFP, who serves as your point person. The relationship is more traditional and personal, with one-on-one continuity over time.
Range is built for holistic planning across multiple life domains:
Vanguard PAS focused primarily on:
If you’re planning needs go beyond investments — especially if you’re dealing with stock options or real estate decisions — Range may offer more relevant support.
Range offers portfolio analysis and optional portfolio management with custom or passive strategies, but it’s not required. Its emphasis is on advice first, assets second.
Vanguard PAS includes portfolio management as part of the service. Your investments are allocated based on your risk profile, typically using Vanguard’s low-cost index funds.
Range has a modern, tech-driven experience with 24/7 account visibility, personalized dashboards and communication tools.
Vanguard is more conservative in its tech interface, leaning on secure portals and traditional communication styles. It’s functional but less user-friendly than Range for daily engagement.
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.
Vanguard’s Personal Advisor Select is a tier of its advisory service designed for clients with $500,000 or more in assets. It offers a dedicated CFP and low-cost, index-based investment management. Planning is focused on retirement and long-term investment strategy.
Both Range and Vanguard PAS offer excellent value, but they service different client profiles. Range is more flexible and broad in its wealth management services, while Vanguard PAS offers strong investment management at a low cost.
Ultimately, the right choice depends on the complexity of your financial life, how much personal attention you want and whether flat-fee pricing or AUM-based pricing works best for you.
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