MR
ChFC
MR
ChFC

Michael Rochonchou

43 Years of Experience
Langhorne, PA
2 DisclosuresBrokerSells Insurance

Michael Rochonchou is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Langhorne, PA, with 43 years of industry experience. Michael 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 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1705 Langhorne - Newtown Rd, Suite #6, Langhorne, PA, 19047

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2012
Settled
Employment Separation After Allegations
June 2012
Other Business ActivitiesSells Insurance

Michael operates Rochonchou Wealth Management, LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He is also an insurance producer for Highland Capital Brokerage, focusing on non-variable insurance, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 8 mos
LPL Financial LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Bcg Securities, INC.Broker
July 2012 - February 2024 · 11 yrs 7 mos
Bcg Securities, INC.
July 2012 - February 2024 · 11 yrs 7 mos
Signator Investors, INC.
September 2004 - July 2012 · 7 yrs 10 mos
Signator Investors, INC.Broker
February 1983 - July 2012 · 29 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1983 - May 1997 · 14 yrs 3 mos
State Registrations25 states
ALCACOCTDCDEFLGAILMAMDMEMIMNNCNJNMNYOHPASCTNTXVAWA
AdvisorBrokerBoth

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.
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