Defiant Capital Group

Fee-Only (% of Portfolio)Fixed/Hourly

Defiant Capital Group (DCG) manages client assets by allocating to third-party portfolio managers and underlying investment funds. DCG also facilitates other investment opportunities. DCG provides investment advisory services to private pooled investment vehicles. DCG offers investment management and consulting services, as well as project-based financial planning. DCG does not participate in wrap fee programs.

Assets Under Management$50M
Clients46
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Defiant Capital Group | TrueAdvisor