Intrepid Eagle Finance provides personalized investment management and ongoing financial planning services for individuals and families. Founded in 2019 and led by Certified Financial Planner Charles Thomas, the firm focuses on building tailored investment portfolios using passive strategies and Modern Portfolio Theory, often utilizing third-party managers like XY Investment Solutions. Intrepid Eagle Finance also offers comprehensive ongoing financial planning covering cash flow, debt management, retirement planning, tax planning strategies, estate planning, employee benefits, college savings, and risk management. Additionally, the firm facilitates tax preparation services for its ongoing financial planning and investment management clients. Intrepid Eagle Finance operates as a fee-only registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable and paid quarterly in arrears.