Champion Advisors provides investment management services to individuals, high net worth individuals, trusts, and foundations. Champion Advisors manages investment assets for clients with long-term capital appreciation and income objectives. The firm uses asset class investing to minimize investment risk through portfolio diversification. Client portfolios are customized to meet their unique risk characteristics and investment objectives.
Assets Under Management$140M
Clients51
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated on a case-by-case basis. Fees for the management of bonds and other fixed income instruments are negotiable and will vary according to the size and complexity of the account. Clients receiving the same service from Champion Advisors can pay different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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