You want someone to review all your finances and provide you with a plan.
You want to know:
But you don't want to move any money around right now. No problem. We charge a one-time fee of $4,500 for the entire process. There are no hidden fees or additional amounts to complete the process, and best of all, no sales pitch to try and make you move your money. We work for you.
Everything above and you want us to manage your investments as well. We run each portfolio through a nationally renowned stress test software platform and update them every six months to adjust for market conditions.
Assets under $500,000 are charged 1.5% per year
Assets $500,000- $1,000,000 are charged 1% per year
Assets over $1,000,000 are charged 0.8% per year
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Lasda Champion Wealth Management and IFG are unaffiliated entities.Champion Wealth Management and IFG are unaffiliated entities. Registered to offer advisory services to residents of New York. Registered to sell securities in the following states: AZ, CA, FL, GA, LA, ME, MA, MI, MN, NY, NC, RI, SC, VA & WA.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites
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