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Jeremy Ian Saltzberg

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
1,193 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

CCM offers two fee schedules: an asset-based management fee of 1% annually, assessed quarterly, or a profit-based management fee of 10% of account profits for qualified clients (those with at least $1,100,000 under management or a net worth of more than $2,200,000). A minimum investment of $500,000 is required, but may be waived at CCM's discretion. Assets invested in the Blue Chip Investor Fund are excluded from CCM’s management fee.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Check Capital Management INC
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Avondale Asset Management
March 2016 - December 2016 · 9 mos
Spectrum Asset Management INC
April 2013 - March 2016 · 2 yrs 11 mos
Beacon Pointe Advisors, LLC
December 2011 - April 2013 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.