James Replogle is a registered investment advisor at J.S. Replogle & Associates LLC, based in Bridgewater, VA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 90 clients with $40M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable on assets over $10,000,000.01
Fee Estimator
Location
Bridgewater, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James has had a consulting practice specializing in deferred gift planning for over 15 years. Since 1998, this has been nearly full-time and has grown to include trustee work with charitable remainder and lead trusts.
Employment History
Current Registrations
J.S. Replogle & Associates LLC
State Registrations2 states
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