Defined Capital offers investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment managers to handle parts of your account. Defined Capital also provides financial planning services, including full financial plans, hourly consultations, and ongoing financial planning. They also offer services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$44M
Clients130
Advisors1
Avg. per Client$340K
Avg. per Advisor$44M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$60
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable based on various criteria. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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