Advisor at Reppond Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bigfork, MT
Credentials
Series 65
Industry experience
12 years
Ben Reppond is a financial advisor at Reppond Investments, Inc. in Bigfork, Montana, holding a Series 65 designation with 11 years of industry experience. He has been with Reppond Investments since 2014. Outside of his advisory role, he serves as an instructor at Flathead Valley Community College, teaching classes part-time. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models and mathematical algorithms to generate daily investment signals, managing approximately $44 million in client assets.
Based on Reppond Investments, Inc.
Based on Reppond Investments, Inc.
$0+: Negotiable, generally up to 1.5% annually $0+: Up to 1.0% annually for ERISA plan advisory services $0+: Up to 0.50% annually for Signal services
Account minimum: $250,000 Fee-only: Fees are generally asset-based and billed quarterly in advance; no commissions accepted.
Bigfork, MT
Montana · Pennsylvania · Texas · Washington
Reppond Investments, Inc.
2015 - Present (11 years)
Reppond Investments, Inc.
2014 - Present (12 years)
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