Champion Investments LLC

Fee-Only (% of Portfolio)

Champion Investments LLC offers portfolio management services to individual clients. The firm uses a proprietary signal that includes fundamental and technical factors to make investment decisions. Champion Investments LLC does not offer financial planning services or educational workshops.

Assets Under Management$3.5M
Clients13
Advisors1
Avg. per Client$270K
Avg. per Advisor$3.5M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.80%

Fees are negotiable for associates and their family members. Accounts may be aggregated for the same individual or household to discount the asset-based fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Champion Investments LLC | TrueAdvisor