Ta-Check Financial is a registered investment advisor located in Strongsville, Ohio. The firm assists clients with portfolio recommendations based on individual time horizons, investment objectives, risk tolerance, and investment experience. Ta-Check primarily delivers its investment advisory services through third-party asset managers, specifically Potomac Fund Management, where Ta-Check acts in a solicitor capacity and provides ongoing client servicing. Representatives gather client information to determine appropriate investment strategies and consult with clients at least annually to review their financial circumstances and portfolios. Ta-Check also maintains affiliations for tax services and offers advisory services through registered representatives.
Fee Structure
Ta-Check Financial offers investment management services through third-party asset managers like Potomac Fund Management. Because the firm acts as a solicitor for these third-party managers, the specific investment management fees are charged and reported directly by the selected third-party manager rather than through a direct Ta-Check fee schedule.