Cpk Wealth Management LLC

CPK Wealth Management LLC is a registered investment advisor located in Fort Myers, FL, established in April 2018. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, and retirement plans. As a fiduciary, CPK upholds a duty of loyalty, fairness, and good faith towards each client. The firm offers investment management services, including personalized investment advisory solutions utilizing a relative strength process to determine asset classes and individual securities. CPK also provides comprehensive financial planning and consulting services tailored to clients' financial goals and circumstances. For wealth management services, fees are based on a tiered schedule ranging from 0.25% to 1.75% of assets under management. Financial planning and consulting services are offered on an hourly basis ranging from $125 to $250 per hour. CPK does not charge performance-based fees and does not receive compensation for securities transactions. The firm does not participate in soft dollar programs and does not receive compensation for recommending custodians. Clients' assets are held at Charles Schwab & Co., Inc., and CPK does not maintain custody of client funds. Chad P. Kunc, the President, CEO, and Chief Compliance Officer of CPK, has a background in financial services and construction. He is a licensed insurance professional and receives commissions from insurance product sales. CPK has implemented a Code of Ethics to guide its supervised persons in meeting their fiduciary obligations. The firm has a privacy policy in place to protect clients' personal information and shares information with third parties only for servicing accounts, not for marketing purposes. Clients have the right to limit the sharing of their personal information.