Assets Under Management
$442.0M
Number of Clients
201
Number of Advisors
2
Average Client AUM
$2.2M
AUM per Advisor
$221.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Defender Capital offers fee-based investment advisory services, practicing custom portfolio management on a discretionary basis. They may use various securities to meet client objectives and may recommend redistributing investment allocations. Financial planning services are also available, including portfolio customization and investment strategy recommendations.
1310 South Tryon Street, Suite 101, Charlotte, NC, 28203