Spencer Reppond is a registered investment advisor at Reppond Investments, INC., based in Seattle, WA, with 3 years of industry experience. Spencer 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
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Spencer works as an M&A Analyst in Corporate Development for Amazon.com, Inc., dedicating nearly full-time hours to sourcing, pricing, and performing due diligence on M&A deals and corporate strategy.
Employment History
Current Registrations
Reppond Investments, INC.
State Registrations1 state
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