Chuk Che
Chuk Che is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Orem, UT, with 11 years of industry experience. Chuk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
493 South Orem Blvd., Orem, UT, 84058
Get directionsHistory
Regulatory History (1)
Financial
May 2017Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.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.
Exams
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