Ta-Check Financial aims to meet clients' financial goals by offering investment solutions through third-party asset managers like Potomac Fund Management. Ta-Check representatives gather information about your financial situation, investment objectives, and risk tolerance to recommend suitable services and investments. Ta-Check receives fees from these third-party managers for client referrals and ongoing service.
Fee Structure
Ta-Check Financial does not directly manage investments. Instead, they connect you with third-party asset managers like Potomac Fund Management. The fees you pay for investment management depend on the specific manager and the services they provide. Ta-Check receives a portion of these fees for referring you to the manager and providing ongoing client service.