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Chuk Che
10 Years of Experience
Orem, UT
2 Disclosures
Chuk Che is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Orem, UT, with 10 years of industry experience. Chuk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1071 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location
493 South Orem Blvd., Orem, UT, 84058
Get directionsHistory
Regulatory History (2)
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Financial
May 2017Final
Financial
May 2016Final
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
February 2026 - Present · 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
April 2019 - July 2022 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
May 2017 - August 2018 · 1 yr 3 mos
Investment Advisors International, INC.
June 2007 - December 2010 · 3 yrs 6 mos
World Group Securities, INC.Broker
January 2006 - December 2009 · 3 yrs 11 mos
Prudential Financial Planning Services
July 2005 - January 2006 · 6 mos
Pruco Securities, LLC.Broker
September 2004 - January 2006 · 1 yr 4 mos
State Registrations2 states
NVUT
Advisor
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.