Scott Parman
Scott Parman is a registered investment advisor at Intrepid Financial Services, LLC, based in Oklahoma City, OK, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
IFS's fees are separate from Matson Money's fees, which are 0.49% and included in the mutual fund expense ratio. Custodian fees are also separate, at 0.06%. Fee schedule is not negotiable.
Fee Estimator
Location
13913 Quail Pointe Drive Suite B, Oklahoma City, OK, 73134
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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 →Other Business Activities
Scott is the Director of Client and Community Relations for Parman & Easterday, an estate planning law firm, since 2008. This takes about a third of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Intrepid Financial Services, LLC
State Registrations1 state
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