Nancy Challenger
Nancy Challenger is a registered investment advisor at Challenger Wealth Management, based in Aliso Viejo, CA, with 40 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 237 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.20% |
| $10.0M - $15.0M | 0.95% |
| $15M+ | 0.95% |
Fees are negotiable for accounts over $15,000,000. Accounts maintained directly at American Funds will be charged a fee of 0.5% of the account value, regardless of the agreed upon fee schedule for your other assets.
Fee Estimator
Location
6B Liberty, #140, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is an individual agent selling long-term care and term insurance by request, dedicating minimal time to this activity. She is also the president of Challenger Wealth Management, Inc., spending over half her time on investment advice, client service, strategy design, implementation, and service.
Employment History
Current Registrations
Challenger Wealth Management
Previous Registrations
Royal Alliance Associates, INC.Broker
Great American Securities INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.