Assets Under Management
$10.1B
Number of Clients
8,669
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Churchill Management Corp. offers investment advice and financial planning services. They invest primarily in publicly traded equity and equity-related securities. Clients select a strategy based on their individual needs, and Churchill's discretionary authority can be limited.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Only Strategies with the same fee schedule are combined when calculating relationship size for tiered fee reductions. Churchill reserves the right to charge clients less than set forth in the Management/Relationship Agreement.
5900 Wilshire Blvd., Suite 400, Los Angeles, CA, 90036