J.S. Replogle & Associates offers investment advice and portfolio management tailored to individual client needs. They emphasize low-cost fees and expenses. They also offer financial consulting services on topics like charitable giving, risk assessment, and investment planning. J.S. Replogle may invest client assets according to model portfolios developed by an unaffiliated investment manager.
Assets Under Management$40M
Clients90
Advisors2
Avg. per Client$450K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable on assets over $10,000,000.01
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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