Reppond Investments manages investment portfolios for clients based on their individual goals, objectives, time horizon, and risk tolerance. Reppond typically uses mutual funds and ETFs, employing quantitative analysis through proprietary software. Reppond also provides signals to unaffiliated registered investment advisors. Reppond does not provide financial planning or related consulting services.
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.