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Rafal Chochol

4 Years of Experience
Chicago, IL

Rafal Chochol is a registered investment advisor at True Link Financial Advisors, based in Chicago, IL, with 4 years of industry experience. Rafal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,065 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. In the case of pooled trust accounts where there are sub-accounts, the fee may be calculated based on the average daily balance in the sub-account for each sub-account of the pooled trust which in some cases may not add up to the assets maintained by the entire trust.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
True Link Financial Advisors
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Aj Wealth
April 2022 - September 2022 · 5 mos
Mainstreet Advisors
December 2020 - March 2022 · 1 yr 3 mos
State Registrations2 states
CAIL
Advisor

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.
Rafal Chochol - Financial Advisor | TrueAdvisor