Intrepid Capital Management is an investment firm that focuses on finding value in equity and fixed income markets. Intrepid Capital offers separately managed accounts, wealth management services, and financial planning on an as-needed basis. Intrepid Capital also manages a private fund and mutual funds.
Assets Under Management$1.6B
Clients673
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$540M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
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% |
Each client household must meet a minimum management fee dollar amount of $20,000 annually. Clients invested in the Intrepid Capital Funds are not subject to the management fee described above due to the fees and other expenses already embedded in the Funds. Cash Management, Non-Discretionary Employer-Sponsored 401(k) and 529 Plan Management services are not included for purposes of determining Service Tier pricing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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