Churchill Financial Advisors, LLC offers investment advice and portfolio management services. The firm manages portfolios of individual stocks, bonds, exchange traded funds, options, mutual funds, and other public and private securities. Portfolios are tailored to meet specific client needs and are continuously monitored and rebalanced. Churchill Financial Advisors also sponsors a wrap fee program, which includes investment advisory services and associated custodial transaction costs for a single fee.
Assets Under Management$240M
Clients77
Advisors5
Avg. per Client$3.2M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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