Lloyds Intrepid Wealth Management offers wealth management and financial planning services to individuals and high-net-worth clients. The firm builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, applying a primarily passive investment strategy alongside macroeconomic and fundamental analysis. Wealth management clients receive continuous portfolio supervision and, at no additional cost, a comprehensive financial plan covering retirement, taxes, estate planning, and risk management. Lloyds Intrepid Wealth Management also offers standalone financial planning services on a fixed-fee or hourly basis. The firm operates as a fee-only practice, meaning it is compensated solely by its clients and does not accept commissions or third-party product sales revenue.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 0.99% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and paid monthly in arrears. Minimum household asset requirement is $500,000, which can be waived at the firm's discretion.
