Derek Notman
Derek Notman is a CFP, ChFC-designated registered investment advisor at Intrepid Wealth Partners, LLC, based in Melbourne Beach, FL, with 19 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 161 clients with $54M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable. Clients who elect to participate in the Tactical Sleeve may be charged a higher advisory fee.
Fee Estimator
Location
Melbourne Beach, FL
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 ActivitiesSells Insurance
Derek is the owner of Intrepid Charitable Partners, a private foundation, and Couplr, a SaaS technology company. He also operates under the DBA name Tribe of Luxury to sell New York Life products and services, as well as brokering non-registered insurance products.
Employment History
Current Registrations
Intrepid Wealth Partners, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.