JS Replogle & Associates

Bridgewater, Virginia

Call (540) 828-2675 Visit website →

About

JS Replogle & Associates is a fee-only investment advisory firm founded in 2000, based in Bridgewater, Virginia, serving clients nationwide. The firm offers investment management and retirement planning through a fiduciary approach, with principals Jim Replogle and Eric Barkey (both Series 65 registered) managing client portfolios directly rather than through call centers or departments. The firm charges a flat percentage of assets under management, typically around 1% and negotiable for larger accounts, with no commissions or product sales. Clients receive customized portfolio strategies aligned to their specific goals, risk tolerance, and timelines.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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