AF
CFP

Art Steven Martinez Federis

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2017
Employment History
Current Registrations
Choreo, LLC
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Assetmark, INC.
February 2018 - February 2018 · 0 mos
Halbert Hargrove
May 2015 - September 2017 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Art Steven Martinez Federis - Financial Advisor | AdvisorDiscover