Churchill Financial Advisors, Llc
312 WHITTINGTON PARKWAY, Louisville, Kentucky 40222-4925
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Fee Percentage On the first $5,000,000 1.25% On amounts over $5,000,000 1.00% AUM* x %** divided by 365/366 (Leap Year) days x # of days in quarter *AUM is equal to the market value of the account at the end of the preceding quarter. ** % is equal to your annual fee perc
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.