Advisor at J.S. Replogle & Associates LLC
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Firm
J.S. Replogle & Associates LLC
Location
Bridgewater, VA
Credentials
Series 65
Industry experience
22 years
James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.
Based on J.S. Replogle & Associates LLC
One-time onboarding and initial plan fee up to $1,000 (waived for assets over $1,000,000 or certain clients)
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.65% annually $10,000,000.01+: Negotiated
$150 per hour for financial consulting and additional services after termination
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500
Bridgewater, VA
Florida · Virginia
J.S. Replogle & Associates
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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