Patrick Church is a registered investment advisor at Church Capital, based in Buckeye, AZ, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $23M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$852K average
Assets Under Management
$23.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Buckeye, AZ
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
September 2010Employment History
Current Registrations
Church Capital
May 2013 - Present · 13 yrs
Previous Registrations
LPL Financial LLC
February 2012 - May 2013 · 1 yr 3 mos
Pacific West Financial Consultants INC
October 2009 - January 2012 · 2 yrs 3 mos
State Registrations1 state
WA
Advisor
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.
Exams
No exam information available for this advisor.