Charles Thomas is a CFP-designated registered investment advisor at Intrepid Eagle Finance LLC, based in Clover, SC, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 6 more. Their firm serves 21 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and IEF’s advisory fee, and will remit IEF’s fee to IEF. Please note, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Contact
Charles Thomas
Location
Clover, SC
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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 Eagle Finance LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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
Additional Information
My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom.