Matthew Berquist
Matthew Berquist is a CFP-designated registered investment advisor at Intrepid Capital Management INC, based in Jacksonville Beach, FL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 673 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Each client household must meet a minimum management fee dollar amount of $20,000 annually. Clients invested in the Intrepid Capital Funds are not subject to the management fee described above due to the fees and other expenses already embedded in the Funds. Cash Management, Non-Discretionary Employer-Sponsored 401(k) and 529 Plan Management services are not included for purposes of determining Service Tier pricing.
Fee Estimator
Location
1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Intrepid Capital Management INC
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Capital Markets, INC.
Legg Mason Wood Walker INC
State Registrations1 state
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