Define Financial provides investment management and financial planning services. Investment management involves making investment decisions for clients based on their financial situation and goals, typically using mutual funds and ETFs. Financial planning covers retirement, risk management, tax strategies, estate planning, and other areas. Clients can choose investment management, financial planning, or both. Pension consulting services are also offered to retirement plans.
Assets Under Management$280M
Clients114
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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