Churchill Management Group

Financial Advisor in Aliso Viejo, CA

Firm Info
Address: 120 Vantis Dr #300, Aliso Viejo, CA 92656, USA
Phone: (949) 910-0648

Firm Size
Assets Under Management: $7.9 billion
# of Advisors: 43
# of Clients: 18,036
Client to Advisor Ratio: 419:1
Average Account Size: $438,845
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Churchill Management Group Overview

Churchill Management Group is a well-established investment advisory firm that has been operating for over 50 years. The firm is headquartered in the vibrant city of Los Angeles and offers fee-based financial advice and portfolio management services exclusively. As an investment advice only firm, their primary focus is to provide exceptional investment advice to help clients achieve their financial goals. The firm offers a range of services geared towards individuals and small businesses, including financial planning, portfolio management for individuals and small businesses, and portfolio management of pooled investment vehicles. Their financial planning services are tailored to meet individual client needs by providing objective guidance on asset allocation, risk management, retirement planning, estate planning, and other related issues. For clients seeking portfolio management services, Churchill Management Group applies a disciplined investment process to ensure that portfolios meet clients' unique investment objectives, risk tolerance, and time horizon. The firm's portfolio management services extend to pooled investment vehicles such as mutual funds, exchange traded funds, and other funds. Overall, Churchill Management Group is a trusted partner for those looking for solid investment advice and portfolio management services. With a long history of success and a focus on delivering quality solutions, Churchill Management Group is a standout in the investment advisory industry.

(Assets Under Management) flat fee hourly fee performance-based fee The CHURCHILL MANAGEMENT GROUP caters to a diverse range of clients, including individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and many more. They provide customized services that cater to the unique needs and investment objectives of each client. The firm offers various fee structures depending on the services provided. Options include a percentage of the assets under management fee, where the fee is calculated based on the total value of assets the client has invested with the firm. Additionally, a flat fee can be charged depending on the type of service required, while an hourly fee structure may be appropriate for clients who only need occasional advice. For those clients seeking investment performance, the firm may charge a performance-based fee. Regardless of the fee structure selected, the CHURCHILL MANAGEMENT GROUP is committed to providing exceptional service and delivering results that meet or exceed their clients' expectations.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Churchill Management Group's Part 2 Brochure, the firm's investment minimums vary depending on the type of account or fund. For individual and entity accounts, Churchill prefers accounts with a minimum of $750,000. For investors in the Chartwell Funds, there is a required minimum investment of $1,000,000, but this may be waived by Churchill. It is important to note that the brochure does not mention an investment minimum for any other type of account or fund offered by Churchill Management Group.

How This Office Can Help Aliso Viejo, CA Residents

Churchill Management Group is a private wealth management firm that provides personalized investment advice and guidance to clients in Aliso Viejo, CA. Many people in Aliso Viejo face unique financial challenges such as managing income from rental properties, navigating changes in employment status, planning for retirement, or managing personal wealth after a significant life event such as a divorce or the passing of a spouse. Churchill Management Group offers a wide range of services to help clients meet these challenges, from creating a customized financial plan to providing ongoing investment and portfolio management. Their experienced advisors work to develop investment strategies that are tailored to the unique needs and goals of each client, taking into consideration their risk tolerance, income needs, and other important factors. With a focus on long-term wealth preservation, Churchill Management Group helps clients in Aliso Viejo achieve their financial objectives and secure their financial future.

To view the Minimum Investment and Fee Schedule for Churchill Management Group, visit their Part 2 Brochure.

Services Offered by Churchill Management Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Churchill Management Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 120 Vantis Dr #300, Aliso Viejo, CA 92656, USA
Phone (949) 910-0648
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5900 WILSHIRE BLVD., SUITE 400, LOS ANGELES, CA 90036, United States

This firm has no other locations.

State Registrations

Churchill Management Group is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Churchill Management Group does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs