Champion Financial and Tax Services, LLC, led by Scott Champion, offers investment management services primarily to individuals. Champion Financial focuses on investing in stocks with a history of increasing dividends and stable demand. The firm utilizes a tactical allocation strategy, which may result in a non-diversified portfolio. Mr. Champion also provides tax preparation and insurance services separately.
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.