Defiant Financial Services provides investment management to individuals, high net worth individuals, and organizations. It also offers financial planning services at a flat rate, covering estate planning, asset protection, and other financial matters. Clients with asset management accounts may receive financial planning at no additional cost. Defiant Financial Services also works with companies to help pick and monitor investment options for retirement plans.
Assets Under Management$62M
Clients174
Advisors1
Avg. per Client$360K
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
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% |
Defiant Financial Services reserves the right to discount fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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