Benjamin Champion is a registered investment advisor at Legacy Trust Advisors LLC, based in Tavares, FL, with 21 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients with $4.1M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Tavares, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is involved in several businesses including Versorium LLC, Peach Pie LLC, Aguas Frescas LLC, Green Wheat Management LLC, SYP Timber LLC, Tree Frog Realty LLC, Structured Management LLC, and Dragonfly Tax Services LLC. These activities take up varying amounts of Benjamin's time, ranging from minimal time to about 10-20% of his time.
Employment History
Current Registrations
Legacy Trust Advisors LLC
Previous Registrations
Legacy Trust Advisors LLC
Legacy Trust Advisors
State Registrations1 state
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