Champion Financial Planning Group (CFPG) offers personalized investment advice and portfolio management. CFPG works with clients to gather financial information, determine goals, and decide how much risk to take in their investments. CFPG may customize a portfolio or use a predetermined strategy. CFPG also offers financial consulting services tailored to specific needs, such as investment portfolio review and asset allocation recommendations.
Assets Under Management$72M
Clients42
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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