Matthew
Berquist
Intrepid Capital Management Inc
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About this Advisor
Matthew Berquist is a certified financial planner working out of Jacksonville Beach, Florida who has 1 year of industry experience. Berquist is currently employed by Intrepid Capital Management Inc. Throughout their career, they have worked at Intrepid Capital Management Inc and Intrepid Capital Management, Inc. Berquist maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Intrepid Capital Management Inc is a financial advisory business that has its headquarters in Jacksonville Beach, FL. It oversees $590 million in assets across its 342 accounts, placing it among the larger firms in the nation by assets under management. The firm advises one charitable organizations. Of its 342 customer accounts, 71% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Intrepid Capital Management Inc most likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrepid Capital Management Inc Brokerage Details
$590,233,729
17
342
$1,725,830
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Berquist Work History
Matthew has been registered as a financial advisor for 1 years.*
Intrepid Capital Management Inc
Intrepid Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Berquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intrepid Capital Management Inc
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
