Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Advisory and Aggregated Reporting Services are established in the client's agreement with Choreo. The structure and level of fees vary by client based upon the services provided and other considerations deemed relevant but customarily are calculated as a percentage of billable assets or on a fixed-fee basis.
Areas of Practice
Advisor Information
Office location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107
Get directionsRegulatory 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
Andrew is an insurance agent with Highland Capital Brokerage, Inc. since 2019, focusing on new insurance products for clients and dedicating minimal time to this activity.