Define Financial, LLC

Define Financial, LLC is a financial advisor firm based in San Diego, CA, established on May 7, 2014. The firm specializes in providing Comprehensive Financial Planning & Discretionary Investment Management Services. Clients can access ongoing financial planning services by paying an annual fee based on a percentage of assets managed or a flat annual fee. The firm primarily practices passive investment management, utilizing index mutual funds or exchange-traded funds. Define Financial does not offer performance-based fees and serves individuals, high-net-worth individuals, charitable organizations, corporations, and businesses without a minimum account size requirement. The firm manages over $241 million on a discretionary basis. Clients' accounts are reviewed at least annually, and the firm does not receive compensation from third parties for client advice. Define Financial exercises investment discretion over client accounts and does not vote client securities proxies. The firm maintains financial stability and does not require prepayment exceeding $1,200 in fees per client six months in advance.