Assets Under Management
$614.7M
Number of Clients
3,487
Number of Advisors
38
Average Client AUM
$176K
AUM per Advisor
$16.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
G.A. Repple & Company offers Direct Asset Management Services to advisory clients on a discretionary and non-discretionary basis. IARs act as portfolio managers, working with clients to identify investment goals, risk tolerance, and suitability. Investment strategies depend on individual client objectives. The firm also provides impersonal investment advice.
Clients who select the Wrap Fee Option pay a single, all-inclusive fee. The fee ranges from 0.25% to 2.00%. Fees are negotiable at the sole discretion of the Advisor and vary depending upon the complexity of the client situation, scope of the services provided, and experience and expertise of the IAR. Clients should note that the same or similar services to those described above may be available elsewhere at a lower cost to the client.
101 Normandy Road, Casselberry, FL, 32707