Kevin Churchill is a CFA, CFP-designated registered investment advisor at Forefront, based in Scottsdale, AZ, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 572 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable, prorated, and paid in advance on a monthly basis. Fees for third party asset managers are included in the above fee schedule. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a minority owner and advisory board member of Orion First Financial, LLC, dedicating minimal time. He is also a co-owner of HI Revitalize Inc. via a retirement plan, spending minimal time, and a member of Nokaoi Management LLC, which is not actively conducting business.
Employment History
Current Registrations
Forefront
Waterrock Global Asset Management
Previous Registrations
Logia Portfolio Management
Ashton Thomas Private Wealth
Trajan Wealth, L.L.C.
Foundations Investment Advisors LLC
Rainier Group Investment Advisory LLC
State Registrations6 states
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.