Repex Investment Management Co., Inc. provides personalized portfolio management for individuals, high net worth investors, and retirement plans. Founded in 1980 and currently led by David and Erich Sokolower, the firm builds customized portfolios using individual stocks, bonds, U.S. Treasuries, certificates of deposit, exchange-traded funds, and money market funds. Repex operates with full authority to make trades on your behalf without asking first, tailoring investments to your specific goals like saving for retirement, buying a home, or generating income. The team meets with you to understand your risk tolerance and financial situation, then continuously supervises your portfolio. Repex does not require a minimum amount of assets to open an account, and client funds are held by an independent custodian, National Financial Services.
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 are negotiable for assets over $20 million. Cash and money markets are included in the asset calculation.