Defiant Financial Services manages investment portfolios and provides financial planning and consulting for individuals, high net worth individuals, and retirement plans. Defiant Financial Services builds customized portfolios based on each client's specific risk tolerance, time horizon, and goals. The firm uses various methods of security analysis, including fundamental, technical, and cyclical analysis, and employs strategies ranging from long-term holding to tactical trading. In addition to investment management, Defiant Financial Services provides retirement plan consulting for companies and trustees. Financial planning services cover estate planning and asset protection. Clients who use the firm's investment management services can receive financial planning at no extra cost. Defiant Financial Services does not have a formal account minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable at the firm's discretion. All household accounts are grouped together for fee calculation.