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John Thatcher

Check Capital Management INC
27 Years of Experience
Boerne, TX
3 Disclosures
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John Thatcher is a registered investment advisor at Check Capital Management INC, based in Boerne, TX, with 27 years of industry experience. John 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.

Check Capital Management INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boerne, TX

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
Customer Dispute
August 2009
Settled
Customer Dispute
April 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Check Capital Management INC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2004 - March 2017 · 12 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 2004 - March 2017 · 12 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 1995 - December 1997 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
September 1992 - July 1995 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
September 1992 - July 1995 · 2 yrs 10 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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