Chad Kunc
Chad Kunc is a registered investment advisor at Cpk Wealth Management LLC, based in Fort Myers, FL, with 21 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $39M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
12381 South Cleveland Avenue, Suite 102, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Chad is a licensed insurance professional at the same address as his advisory business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Cpk Wealth Management LLC
Previous Registrations
Cpk Wealth Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.