Michael Tumolo is a registered investment advisor at Reppond Investments, INC., based in Morgantown, PA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reppond Investments' fees are negotiable, generally up to a maximum of 1.5% annually, and are reduced for combined household accounts. The specific fee schedule will be in your agreement. Fees are billed quarterly in advance based on the value of your account on the last business day of the previous quarter. Discounts may be offered to family members, friends, or associated persons of Reppond. Reppond does not adjust its advisory fee for intra-period additions to, or withdrawals from, managed accounts.
Location
Morgantown, PA
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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.
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Michael works as a custodian at the US Post Office, dedicating nearly full-time hours to this role. This activity is not investment-related.
Employment History
Current Registrations
Reppond Investments, INC.
Previous Registrations
Reppond Investments, INC.
Cmg Capital Management Group, INC.
Schreiner Capital Management, INC.
Schreiner Capital Management, INC.
Schreiner Capital Management, INC.
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.