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Profit-Based Fee

 

Unlike most of America's money managers, Check Capital Management gives you a choice of management fees.  First is an annual flat fee of 1% or less of account assets.  The alternative is a performance-based fee: 10% of annual profits.  Clients selecting this option pay a lower management fee when returns are lower—and no management fee in an unprofitable year.  We believe this "incentive" approach ensures that our interests are aligned with yours.

While we'd prefer that everyone had access to our profit-based fee, the Securities and Exchange Commission restricts it to "Qualified Clients".  Qualified Clients are defined as a) the Client's net worth be at least $2 million (exclusive of the Client's equity in their primary residence and net of any debt secured by Client's residence taken out in the last 60 days except for purchase of the residence), or b) the Client's assets with the manager be at least $1 million.

 


Check Capital Management Inc.  •  575 Anton Boulevard, Suite 500  •  Costa Mesa, CA 92626-1925  •  Phone 800-710-5777  •  Fax 714-641-8128
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