Scott Champion
Scott Champion is a registered investment advisor at Champion Financial & Tax Services, LLC, based in Sewell, NJ, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Champion Financial charges a management fee for investment services that currently is 1.5%. The fees range from 1.0% to 2.5% and are negotiable based on the size of the account and the amount of service needed. The fee is billed quarterly, in advance, based on the market value of the assets. Clients who terminate their account early will receive a pro-rata refund.
Location
Sewell, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2006Employment History
Current Registrations
Champion Financial & Tax Services, LLC
Previous Registrations
LPL Financial Corporation
Securities America Advisors, INC.
Retirement Solutions, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.