Jacob Lytle is a CFP-designated registered investment advisor at Intrepid Capital Management INC, based in Jacksonville Beach, FL. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 671 clients with $1.6B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Clients with complex services may have additional fees. Cash-only accounts and employer-sponsored plans/529 plans/donor-advised funds are charged 0.30% in lieu of standard wealth management fees.
Fee Estimator
Location
1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL, 32250
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 Capital Management INC
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
More Advisors
- Matthew Berquist, CFPIntrepid Capital Management INC
- Amanda Lundy, CFPIntrepid Capital Management INC
- Mary Carter, CFPRaymond James Financial Services Advisors, INC
- Matthew Kwartler, CFPCetera Investment Advisers LLC
- Will Haga, CFAUllmann Wealth Partners
- Derek Deloreto, CFPWells Fargo Advisors