Defender Capital is a registered investment advisor located in Charlotte, North Carolina, providing custom portfolio management and financial planning services. The firm primarily builds and manages portfolios using fundamental analysis, focusing on exchange-traded equity securities, foreign securities, and government bonds. Defender Capital operates on a discretionary basis, meaning the team makes day-to-day investment decisions on behalf of clients while tailoring strategies to individual goals and risk tolerances. In addition to direct portfolio management, Defender Capital offers financial planning, pension consulting services for retirement plan participants, and referrals to third-party money managers. The firm also serves as the general partner and investment advisor to a private fund. Defender Capital emphasizes a personalized approach with regular portfolio reviews and custom asset allocation strategies designed to balance growth and risk.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 2.00% to 0.50% per annum depending on the type and complexity of the strategy and account size. Fees are negotiable and may be reduced or waived for firm employees, family members, or cash-only accounts.