Nikki Wheeler

Intrepid Financial Planning Group (IFPG) offers two investment programs, each with its own fee schedule. The fees are based on a percentage of your account balance.

Program I (for accounts under $250,000 or those preferring no individual stocks):

• $25,000 to $99,999: 2.00% per year
• $100,000 to $199,999: 1.50% per year
• $200,000 to $499,999: 1.25% per year
• $500,000 to $999,999: 1.00% per year
• $1,000,000 to $1,999,999: 0.90% per year
• $2,000,000 to $2,999,999: 0.80% per year
• $3,000,000 and over: Quoted

Program II (for accounts $250,000 or more with individual stocks):

• $250,000 to $499,999: 1.40% per year
• $500,000 to $749,999: 1.30% per year
• $750,000 to $999,999: 1.20% per year
• $1,000,000 to $1,999,999: 1.00% per year
• $2,000,000 to $2,999,999: 0.90% per year
• $3,000,000 and over: Quoted

These fees are negotiable and may vary based on factors such as the amount of assets managed.