The following disclosures are relevant for all content on this site. Should you have further questions please feel free to contact us.
Financial Planning and Advisor Fees reflect my typical fee for these services and are negotiable. Financial Planning Fees are typically collected in full at contract signing, though other arrangements may be available. The advisory fee is calculated and collected monthly.
For the Representative Directed Program, the advisor fee range shown is a breakpoint and reflects the assessed advisor fee for all assets as each threshold is crossed. For all other Advisory programs there are two pricing options, the advisor fee range shown may be tiered, that is the range reflects the assessed advisor fee for the portion of assets within the stated band, or may be a breakpoint based on the proposed initial investment. This decision will be part of the discussion when establishing your account.
The Financial Planning Agreement and/or the Statement of Investment Selection (SIS), each of which you will sign if you engage in a Financial Plan or open an Eagle account, will reflect your specific fees. For Advisory accounts please note that additional Money Manager, Platform, 12b1, and Expense Ratio fees may apply. You should reference Eagle's Wrap Fee or Firm Disclosure brochure, available at www.eaglestrategies.com/important-disclosures, for additional information on fees including how and when fees may change and the method of calculation.
Derek Notman is registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser. Derek Notman, Intrepid Wealth Partners, 999 Fourier Drive, Madison, WI 53717. Intrepid Wealth Partners is not owned or operated by Eagle Strategies LLC and its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
*CFP® & Certified Financial Planner ® is a designation. *Derek Notman is registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of WI, MN, MA, NY, NJ, NH, VT. As such, these services are strictly intended for individuals residing in WI, MN, MA, NY, NJ, NH, VT. **Derek Notman is also a Registered Representative of and offers securities products & services collectively through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of WI, MN IL, MA, NY, NJ, NH, VT. No offers may be made or accepted from any resident outside the specific states referenced. Derek Notman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WI, MN, IL, NY, MA, VT, CA (Derek’s - CA Insurance Lic. 0K35010). No insurance business may be conducted outside the specific states referenced. Intrepid Wealth Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. ^Neither Eagle Strategies, LLC, its affiliates nor Intrepid Wealth Partners or its employees provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.