Repex Investment Management Co., Inc. offers investment advisory services to a variety of investors, including high net worth individuals. Repex manages client money on a discretionary basis, investing in stocks, bonds, U.S. Treasuries, CDs, ETFs, preferred stocks, and money markets. The firm may use options, but generally does not use mutual funds. Clients can set investment restrictions. Repex investment managers may raise cash in clients' accounts if they believe it's advisable. Accounts are reviewed regularly to conform to financial objectives.
Assets Under Management$52M
Clients59
Advisors2
Avg. per Client$880K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 negotiable for amounts over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...