Defined Wealth Management provides investment management on a discretionary basis, selecting investments based on client goals. They also offer financial planning and consulting services, providing recommendations on various financial areas. Clients receive written summaries of observations and recommendations. Betterment for Advisors is used as a digital wealth management platform.
Assets Under Management$250M
Clients154
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$85M
Fee Structure
Defined Wealth Management charges an annual fee based on the value of your portfolio. The fee is assessed quarterly in advance, based on the prior month-end value. The annual fee ranges from 0.30% to 1.50%. Fees can be structured as a fixed percentage, a tiered schedule, or a linear schedule.
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