CW
ChFC
CW
ChFC

Christopher Wenger

23 Years of Experience
Myerstown, PA
BrokerSells Insurance

Christopher Wenger is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Myerstown, PA, with 23 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

16 E Main Ave, Suite 201, Myerstown, PA, 17067

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher sells insurance products and services other than Guardian, dedicating about 10-20% of his time to this activity. He also has an investment-related business, Main Ave, LLC, spending minimal time on it.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2013 - Present · 12 yrs 11 mos
Park Avenue Securities LLCBroker
June 2003 - Present · 23 yrs 4 mos
State Registrations22 states
AKALAZCODEFLGAHIMAMDNCNJNMNYOHORPASCTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.