BC
BC

Benjamin Tyler Chunko

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$329K average
Assets Under Management
$106.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103

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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.

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Other Business ActivitiesSells Insurance

Benjamin sells fixed insurance products through Liberty Wealth Management, dedicating about 10% of his time to this activity. He also works as an associate advisor for Liberty Asset Management, spending nearly full-time hours, and manages real estate rental properties as a partner in CKW Associates, LLC, spending minimal time. Benjamin also owns Grit Mat Club and runs practices.

Employment History
Current Registrations
Liberty Asset Management
February 2013 - Present · 13 yrs
Apw Capital, INC.Broker
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
August 2009 - February 2013 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
May 2006 - August 2009 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
May 2003 - August 2009 · 6 yrs 3 mos
State Registrations6 states
ALFLILNJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.