Benjamin Chunko
Benjamin Chunko is a registered investment advisor at Liberty Asset Management, based in Hellertown, PA, with 23 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 331 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client complexity, portfolio style, and related accounts.
Fee Estimator
Location
656 Main Street, Hellertown, PA, 18055
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Regulatory History
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
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
Apw Capital, INC.Broker
Previous Registrations
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 states
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.