Intrepid Wealth Partners offers financial planning and portfolio management services. Financial planning includes retirement planning and helping clients achieve their financial goals. Portfolio management involves supervising client assets and recommending investments based on their objectives and risk tolerance. Intrepid Wealth Partners also offers pension consulting services to advise pension plans on investments and strategies.
Assets Under Management$54M
Clients161
Advisors1
Avg. per Client$330K
Avg. per Advisor$54M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable. Clients who elect to participate in the Tactical Sleeve may be charged a higher advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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