Steven Check is a registered investment advisor at Check Capital Management INC, based in Costa Mesa, CA, with 35 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,223 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Check Capital Management also offers an alternative profit-based management fee of 10% of account profits for qualified clients. Fees may be negotiable.
Fee Estimator
Location
575 Anton Blvd. #570, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Check Capital Management INC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher BallardCheck Capital Management INC
- James WaiteCheck Capital Management INC
- Jared Oren, CFPCaptrust
- Audrey Johnson, CFPApella Wealth
- Stephen Keshishian, CFPCaptrust
- Jared Bergstrom, CFA, CFP