Larry Parman
Larry Parman is a registered investment advisor at Intrepid Financial Services, LLC, based in Oklahoma City, OK, with 21 years of industry experience. Larry 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
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
Larry is an independent insurance agent selling various insurance products since 1987 and an attorney providing estate planning services since 1985, dedicating a few hours per week to the latter. He also has several other business ventures, including partnerships, writing, and consulting, but these appear to require minimal time.
Employment History
Current Registrations
Intrepid Financial Services, LLC
Previous Registrations
Metlife Securities INC.
1st Global Advisors INC
State Registrations1 state
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