Douglas Sokolower
Douglas Sokolower is a registered investment advisor at Repex Investment Management CO., INC., based in Closter, NJ, with 32 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts over $20 million.
Fee Estimator
Location
550 Durie Avenue, Closter, NJ, 07624-0577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Repex Investment Management CO., INC.
Previous Registrations
Repex & CO., INC.Broker
Repex & CO., INC.Broker
RBC Professional Trader Group LLCBroker
Repex & CO., INC.Broker
Morgan Stanley Market Products INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Salomon Brothers INC.Broker
Repex & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.