Christopher Ballard
Christopher Ballard is a registered investment advisor at Check Capital Management INC, based in Costa Mesa, CA, with 24 years of industry experience. Christopher 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, Ste 500, Costa Mesa, CA, 92626-7685
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
March 2008Employment History
Current Registrations
Check Capital Management INC
Previous Registrations
Green Thumb Financial
Charles Schwab & CO., INC.
State Registrations1 state
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
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