Check Capital Management (CCM) provides investment management services to individuals, high-net-worth clients, retirement plans, and corporations. CCM invests primarily in stocks, corporate and municipal bonds, and stock options. CCM also offers asset allocation advice and retirement income planning. CCM does not provide estate, tax, or insurance planning but may recommend other professionals. Clients are responsible for notifying CCM of any changes to their financial situation or investment objectives.
Assets Under Management$2.1B
Clients1,193
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Check Capital Management offers two fee options for investment management:
- Asset-Based Fee: 1% of your portfolio value annually, charged quarterly in advance.
- Profit-Based Fee: 10% of account profits, available only to qualified clients (those with at least $1.1 million under management or a net worth over $2.2 million, excluding their primary residence). This fee is calculated annually based on any new appreciation above the account's high-water mark.
Cash positions are included when calculating the advisory fee. Either party can terminate the agreement with written notice, and any unearned fees will be refunded.
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