86 Republic, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. 86 Republic, LLC requests authority to make trades without prior permission. They primarily advise on mutual funds, MLPs, preferred stocks, fixed income securities, real estate funds (including REITs), equities, ETFs and non-U.S. securities.
Assets Under Management$5.4M
Clients24
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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