LLOYDS INTREPID WEALTH MANAGEMENT provides ongoing investment advice and financial planning to clients based on their individual needs. They help clients establish financial goals and values, and then create a plan to manage their investments. They also offer financial planning services on topics such as retirement, risk management, college savings, and estate planning. LLOYDS INTREPID WEALTH MANAGEMENT is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$36M
Clients23
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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% |
Annual fees are negotiable. Legacy Clients of the firm may be grandfathered in at a lower rate. Wealth management services for held-away assets or alternative investments may receive a negotiated rate different than the stated fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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