Roch Tranel is a CFP-designated registered investment advisor at The Tranel Group, LLC, based in Libertyville, IL, with 35 years of industry experience. Roch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Tranel Group offers asset management and comprehensive portfolio management services. The maximum annual fee charged for either service is 2.00% of your portfolio's value. This fee is negotiable and is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter.
Location
1509 N. Milwaukee Ave., Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Roch is the CEO and owner of The Tranel Financial Group, LTD., and CEO of Liberty One Investment Management, LLC, among other business ventures. He also dedicates a small portion of his time as an independent insurance agent.
Employment History
Current Registrations
The Tranel Group, LLC
Liberty One Investment Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations3 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.