Intrepid Financial Services LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Intrepid Financial Services LLC is a fee-only investment advisor offering financial planning and investment management services. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, risk management and tax planning. Investment management involves continuous advice based on client's individual needs and goals. Clients may impose reasonable restrictions on investments.
Fee Structure
Intrepid Financial Services charges fees for investment management and financial planning services. Investment management fees are based on a percentage of assets under management, not exceeding 1.00% annually, and are negotiable. Fees are paid quarterly in arrears. Financial planning is offered on a project basis, with fixed fees ranging from $0 to $15,000, or an hourly rate of $250. Fees are negotiable and depend on the client's needs, complexity, and resources required. Clients pay brokerage commissions, transaction fees, and other related costs separately.
Areas of Practice
Location
213 1st Street West, Ste 2, Polson, MT, 59860