Chase Mitchell is a registered investment advisor at Intrepid Financial Planning Group, LLC, based in Carmel, IN, with 1 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,407 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrepid Financial Planning Group (IFPG) offers two investment programs, each with its own fee schedule. The fees are based on a percentage of your account balance.
Program I (for accounts under $250,000 or those preferring no individual stocks):
- $25,000 to $99,999: 2.00% per year
- $100,000 to $199,999: 1.50% per year
- $200,000 to $499,999: 1.25% per year
- $500,000 to $999,999: 1.00% per year
- $1,000,000 to $1,999,999: 0.90% per year
- $2,000,000 to $2,999,999: 0.80% per year
- $3,000,000 and over: Quoted
Program II (for accounts $250,000 or more with individual stocks):
- $250,000 to $499,999: 1.40% per year
- $500,000 to $749,999: 1.30% per year
- $750,000 to $999,999: 1.20% per year
- $1,000,000 to $1,999,999: 1.00% per year
- $2,000,000 to $2,999,999: 0.90% per year
- $3,000,000 and over: Quoted
These fees are negotiable and may vary based on factors such as the amount of assets managed.
Location
2454 E. 116th Street, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intrepid Financial Planning Group, LLC
State Registrations2 states
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