Ta-Check Financial Ltd.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Ta-Check Financial offers portfolio recommendations based on client's time horizon, investment objectives, risk tolerance and experience. Advisory services are offered through Potomac Fund Management. They provide personalized consultations regarding investments, income distribution needs and income tax considerations.
Fee Structure
Ta-Check Representatives may receive fees in accordance with solicitor agreements with Investment Advisors. Fees and compensation vary depending upon the Investment Advisor and the products and services provided. A portion of the fee is applied towards platform administrative costs.
Areas of Practice
Location
7979 Pearl Road, Strongsville, OH, 44136