Kyle Rash

Champion Financial Planning charges a flat annual fee for investment management services, which includes ongoing financial planning. The fee is based on the estimated time, resources, and complexity of your situation rather than a percentage of your portfolio. Annual fees start at a minimum of $5,000:

• $5,000 per year ($1,250 quarterly) for simpler situations requiring around 12.5 total hours
• $7,500 per year ($1,800 quarterly) for moderate complexity requiring around 18.75 total hours
• $10,000 per year ($2,500 quarterly) for more complex portfolios requiring around 25 total hours

For relationships projected to require more than 25 hours, fees are determined by mutual agreement.