Maribel Robel
Maribel Robel is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in North Hollywood, CA, with 25 years of industry experience. Maribel 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 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
North Hollywood, CA
Get directionsHistory
Regulatory History (1)
Financial
May 2016Other Business Activities
Maribel is an independent consultant for Rodan and Fields, selling skincare products since 2012. This takes about 10-20% of her time, with 1-2 hours per week during securities trading hours.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Transamerica Investors Securities, LLC
Previous Registrations
Diversified Investors Securities CORP.Broker
Citistreet Advisors LLCBroker
State Street Capital Markets, LLCBroker
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.