Adam Checchi is a registered investment advisor at Checchi Capital Advisers, LLC, based in Beverly Hills, CA, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 189 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees may be negotiable based on portfolio size and pre-existing relationships.
Fee Estimator
Location
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is the manager of Checchi Capital, LLC and Canal Capital Partners, LLC, both private investment businesses, dedicating a few hours per week to Checchi Capital. He also owns and manages Loeb Capital West, LLC, another private investment business, and serves as a director for Fergus Reinsurance Limited, dedicating minimal time to Loeb Capital West and a few hours per week to Fergus Reinsurance.
Employment History
Current Registrations
Checchi Capital Advisers, LLC
Previous Registrations
Checchi Capital Fund Advisers, LLC
State Registrations2 states
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