Church Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client and may direct clients to third-party money managers, receiving a fee share from those advisors. Church Capital primarily manages equities and ETFs.
Assets Under Management$23M
Clients27
Advisors1
Avg. per Client$850K
Avg. per Advisor$23M
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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