Checks & Balances, Inc. (C&B) provides investment advisory and financial planning services. C&B primarily invests client funds for long-term growth using stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Investment decisions are made using fundamental and cyclical analysis. C&B tailors its services to each client's individual needs and clients can impose restrictions on investing.
Assets Under Management$250M
Clients21
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Checks & Balances, Inc. (C&B) charges a percentage of the market value of your investments at the end of each quarter. The fees are negotiable and vary by account. Fees will not exceed 0.65% per year for stocks and 0.20% for other asset classes. Many family accounts do not pay a fee.
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