David Cropper
David Cropper is a registered investment advisor at Intrepid Financial Planning Group, LLC, based in Carmel, IN, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,457 clients with $390M 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 $25K | 2.00% |
| $25K - $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Rates reflect Program I. Program II has a higher minimum account size of $250,000 with rates starting at 1.40%. Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
2454 E. 116th Street, Carmel, IN, 46032
Get directionsHistory
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 →Other Business Activities
David is a partner at Brinkerhoff Cropper & Assoc, a CPA firm. He dedicates full-time hours to this role during security hours.
Employment History
Current Registrations
Intrepid Financial Planning Group, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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