Check Capital Management INC
Assets Under Management
$2.1B
Number of Clients
1,193
Number of Advisors
9
Average Client AUM
$1.8M
AUM per Advisor
$232.6M
Compensation
Fee-Only (AUM)
About This Firm
Check Capital Management offers asset management, general asset allocation advice, and retirement cash flow plans. They invest predominantly in stocks, corporate/municipal bonds, and stock options. CCM also manages the Blue Chip Investor Fund. They do not provide estate, tax, or insurance planning.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
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
Location
575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685