Intrepid Financial Services (IFS) coaches clients to discover their purpose for money and align their investments accordingly. IFS offers educational programs to help clients avoid speculative investment behaviors. IFS provides investment portfolio management services, considering each client's financial situation and risk tolerance. IFS uses Matson Money as its third-party money manager, constructing diversified portfolios of U.S., international, and fixed income mutual funds. IFS does not advise on alternative investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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