Churchill Management Group
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)
About This Firm
Churchill Management Corp. provides investment advice to individuals, trusts, pension plans, and investment funds. They invest primarily in publicly traded equity and equity-related securities. Churchill also offers financial planning services and advice to retirement plans regarding investment options. Strategies are selected based on individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Churchill Management Corp. charges annual management fees based on a percentage of your assets. The fees vary depending on the strategy used and the size of your account. For Premier Wealth Tactical, Premier Wealth Tactical Core, ETF Sector Rotation, Equity Growth and Value, Equity Dividend Income, Tactical Opportunity, and Equity Growth Opportunity strategies, the fee is 1.0% on the first $2,500,000, then tiers down. Fees may be negotiable. A one-time $1,000 fee applies if the account is terminated within the first six months.
Areas of Practice
Location
5900 Wilshire Blvd., Suite 400, Los Angeles, CA, 90036