We believe financial advisory fees should be more transparent, and that you shouldn't have to go and request that your advisor lower your fees.
We chose a better way. All of our fees are public for anyone to see, and if your investments grow to the next breakpoint, your fee will be automatically lowered.
*Our annual fees are calculated as a percentage of household assets under management (AUM) and are charged 1/12th monthly. Custodian or broker may charge account fees or commissions separately from, and in addition to, our management fee. Mutual funds and exchange traded funds have internal fees that are charged separately from, and in addition to, our management fee. This is not a specific offer or solicitation by Lloyds Intrepid Wealth Management to buy or sell any investment product or service.
Low Fee Portfolios.
Tax Efficient Strategies.
Seasoned Management. Fiduciaries.