The following disclosures are relevant for all content on this site. Should you have further questions please feel free to contact us. Tribe of Luxury is a DBA owned and operated by Derek Notman, an Investment Advisor Representative under Intrepid Wealth Partners, LLC a registered investment advisor.
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 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 Asset Management Agreement, each of which you will sign if you engage in a Financial Plan or Investment 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 additional disclosure documents during account signup.
Derek Notman is registered as an Investment Adviser Representative, under Intrepid Wealth Partners LLC, an SEC Registered Investment Adviser.
*CFP® & Certified Financial Planner ® is a designation. *Derek Notman is registered as an Investment Adviser Representative, under Intrepid Wealth Partners LLC, a Registered Investment Adviser, offering advisory services in the states it is licensed to do so which can be found here. Intrepid Wealth Partners or its employees do not 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.
