Joshua Rendler is a CFP-designated registered investment advisor at Define Financial, LLC, based in San Diego, CA, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for amounts above $10,000,000. Clients can also pay a flat annual fee between $20,000 and $40,000 for both investment management and financial planning.
Fee Estimator
Location
12526 High Bluff Drive, Suite 270, San Diego, CA, 92130
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Define Financial, LLC
Previous Registrations
Pacific Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.