Challenger Wealth Management provides customized asset management services and financial planning. They offer asset management directly, or through third-party managers. Financial planning covers retirement, estate, education, and investment analysis. Challenger Wealth Management tailors its services to individual client needs and goals.
Assets Under Management$260M
Clients237
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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