Defender Capital offers investment advisory services, managing portfolios based on client objectives. They may use various securities and recommend reallocations to diversify portfolios. Defender also offers pension consulting services and may refer clients to unaffiliated money managers. Financial planning services are also available, including portfolio customization and investment advice.
Assets Under Management$510M
Clients187
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Defender Capital charges an annual investment advisory fee, paid monthly, based on the value of your portfolio. The fee ranges from 0.50% to 2.00% per year, depending on the investment strategy and account size. Fees may be reduced or waived for certain individuals at the discretion of management.
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