Intrepid Financial Planning Group (IFPG) manages investments for clients based on their goals and risk tolerance. IFPG customizes portfolios and monitors them regularly. IFPG uses Charles Schwab as the primary custodian for client funds. IFPG's investment advisory services are provided on a discretionary basis, meaning IFPG can buy and sell investments without consulting the client in advance.
Fee Structure
Intrepid Financial Planning Group (IFPG) offers two investment programs, each with its own fee schedule. The fees are based on a percentage of your account balance.
Program I (for accounts under $250,000 or those preferring no individual stocks):
- $25,000 to $99,999: 2.00% per year
- $100,000 to $199,999: 1.50% per year
- $200,000 to $499,999: 1.25% per year
- $500,000 to $999,999: 1.00% per year
- $1,000,000 to $1,999,999: 0.90% per year
- $2,000,000 to $2,999,999: 0.80% per year
- $3,000,000 and over: Quoted
Program II (for accounts $250,000 or more with individual stocks):
- $250,000 to $499,999: 1.40% per year
- $500,000 to $749,999: 1.30% per year
- $750,000 to $999,999: 1.20% per year
- $1,000,000 to $1,999,999: 1.00% per year
- $2,000,000 to $2,999,999: 0.90% per year
- $3,000,000 and over: Quoted
These fees are negotiable and may vary based on factors such as the amount of assets managed.