Ben Reppond is a registered investment advisor at Reppond Investments, INC., based in Bigfork, MT, with 11 years of industry experience. Ben 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
Bigfork, MT
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Regulatory History (1)
Customer Dispute
January 2023Other Business Activities
Ben is an instructor at Flathead Valley Community College since 2019, teaching classes. This activity, which is not investment-related, requires minimal time.
Employment History
Current Registrations
Reppond Investments, INC.
Previous Registrations
Sowell Management Services
State Registrations4 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.