Defender Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The fee is typically $125/hour and is agreed upon in writing prior to the work being performed.”

Flat or project fee

$1,500⁠-⁠$30,000

“For certain clients the Advisor will prepare a financial plan for a flat fee which may typically range from $1,500 to $30,000 or more, plus expenses.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Defender Asset Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Payment is due within 30 days of receipt of the invoice.”
• “Investment portfolio advisory fees The Adviser calculates and bills its portfolio management fees at the end of each fiscal quarter for services during the preceding quarter.”
• “The hourly rate for legal services ranges from $200-400/hour and is negotiable.”

How Defender Asset Management LLC’s fees compare

• Its hourly rate of $125 is below the Illinois median of $273. 3% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$30,000 spans the Illinois median of $4,500. 93% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Evanston that publish a flat or project fee charge less.

About Defender Asset Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$38,089,488

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305227

Website

defenderassetmanagement.com (opens in new tab)

Phone

(773) 454-7782

Can advise clients in 2 states: Florida, Illinois

Other planners in Evanston that publish fees

• Blue Sky Investment Partners, Inc.Evanston$1,500⁠-⁠$2,500
• Grosse Point Capital ManagementEvanston$2,500⁠-⁠$10,000
• Pinnacle Planning Advisors, LLCEvanston$350/hr, $800⁠-⁠$3,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 7 planners in Evanston