Charles Thomas is a CFP-designated registered investment advisor at Intrepid Eagle Finance LLC, based in Clover, SC, with 18 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 21 clients with $5.9M 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 and paid quarterly in arrears.
Fee Estimator
Contact
Charles Thomas
Location
Clover, SC
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 →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.
More Advisors
- Colton Strawn, CFPBrookstone Wealth Advisors, LLC
- Brad Playford, CFPBrookstone Wealth Advisors, LLC
- Ryan Peterson, CFP, ChFCBrookstone Wealth Advisors, LLC
- Seth Myers, CFPStrategic Advisers LLC
- Philip Corson, CFPBlueprint Financial Advisors
- Amanda Pate, CFP, ChFCSummit Wealth Partners, LLC