Champion Financial, Inc. offers financial coaching services. Champion recommends clients implement investment strategies through a third-party registered investment advisor. Champion also provides financial and investment planning advice on an hourly basis. Financial planning services include retirement, insurance, and estate planning. Champion considers clients' financial situations and risk tolerance when developing investment strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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