Check Capital Management INC

Fee-Only (% of Portfolio)

Check Capital Management provides discretionary and non-discretionary asset management services for individuals, high-net-worth clients, retirement plans, and corporate clients. Founded in 1987 and based in Costa Mesa, California, the firm specializes in a long-term, fundamentals-based investment approach modeled after Warren Buffett, focusing on well-run, industry-leading companies purchased at a margin of safety. Clients can choose between an asset-based management fee of 1% annually or a profit-based fee of 10% of account profits for qualified clients. Check Capital Management also offers general asset allocation advice and retirement cash flow planning, though it does not provide standalone estate, tax, or insurance planning services. Additionally, the firm serves as the investment adviser to the Blue Chip Investor Fund.

Assets Under Management$2.4B
Clients1,223
Advisors9
Avg. per Client$1.9M
Avg. per Advisor$260M

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.

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Location

9 Advisors at this firm