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Channing Lushbough

26 Years of Experience
Pasadena, CA

Channing Lushbough is a registered investment advisor at Round Hill Asset Management INC, based in Pasadena, CA, with 26 years of industry experience. Channing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
198 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$273.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Round Hill Asset Management's advisory fees range from 1.50% per year for "equity" accounts to 0.75% per year for certain "balanced" accounts. An alternative fee schedule based on account performance is offered to qualified clients, where they pay a lower flat fee quarterly and an additional annual fee based on their account's performance. Advisory fees are not negotiable.

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Location

180 S. Lake Ave. - Ste. 220, Pasadena, CA, 91101-4775

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Round Hill Asset Management INC
June 1999 - Present · 26 yrs 11 mos
State Registrations1 state
CA
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.