Intrepid Eagle Finance (IEF) manages investment portfolios based on clients' individual needs and goals. IEF also offers ongoing financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. IEF may recommend outside managers for portfolio management.
Assets Under Management$5M
Clients21
Advisors1
Avg. per Client$240K
Avg. per Advisor$5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and IEF’s advisory fee, and will remit IEF’s fee to IEF. Please note, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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