Defender Capital
Assets Under Management
$442.0M
Number of Clients
201
Number of Advisors
2
Average Client AUM
$2.2M
AUM per Advisor
$221.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Defender Capital provides fee-based investment advisory services, custom portfolio management on a discretionary basis, and pension consulting services. They may recommend redistributing investment allocations to diversify the portfolio in an effort to reduce risk and increase performance. Financial planning services are also available.
Fee Structure
Investment advisory fees range from 0.50% to 2.00% per year, depending on the investment strategy's complexity and account size. Fees are paid monthly in arrears. Hourly fees for financial planning or investment advice are $300 per hour and may be negotiable. Fixed fees for comprehensive financial planning range from $1,000 to $25,000 per plan, depending on the scope and complexity. The minimum household account requirement is $2,000,000, but may be waived at the Advisor's discretion.
Areas of Practice
Location
1310 South Tryon Street, Suite 101, Charlotte, NC, 28203