Intrepid Eagle Finance LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individual clients and families, offering tailored investment management alongside ongoing financial planning and estate-planning support. It also provides tax return preparation services to planning and investment clients and does not maintain a formal account minimum.
IEF’s investment approach is primarily passive and grounded in Modern Portfolio Theory, constructing diversified portfolios using index mutual funds and ETFs and, when appropriate, referring clients to third‑party outside managers that run discretionary model portfolios. Portfolios are built from individual investment policy statements and can incorporate client‑imposed restrictions on specific securities or sectors.
Noteworthy aspects include a subscription-style ongoing planning service that bundles tax preparation (performed by a third‑party CPA) with planning oversight, with the adviser covering associated tax‑preparation costs out of the planning relationship; the firm also aggregates outside manager fees into a single client fee when such managers are engaged. As a solo, CFP®-credentialed adviser with a small client base and modest assets under management, the firm relies on technology-enabled model managers (e.g., XYPN Invest) and recommends custody through institutional platforms such as Schwab and Altruist rather than offering in‑house brokerage or wrap programs.
Client services
Expertise
Fee options
0.75% annually
Fee-only: Ongoing financial planning fees range from $149 to $399 per month plus an upfront charge of $499 to $1,499 depending on complexity
Main office
Clover SC
Advisors at this office
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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