Roch Tranel
Roch Tranel is a CFP-designated registered investment advisor at Liberty One Investment Management, based in Libertyville, IL, with 36 years of industry experience. Roch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B 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 | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Location
1509 N. Milwaukee Ave., Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
Liberty One Investment Management
Previous Registrations
The Tranel Group, LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations1 state
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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