Choreo, LLC
Assets Under Management
$18.2B
Number of Clients
6,961
Number of Advisors
126
Average Client AUM
$2.6M
AUM per Advisor
$144.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Choreo, LLC is a registered investment adviser offering investment advisory services, aggregated reporting, financial planning, wealth management consulting, OCIO, retirement plan and pension consulting and advisory services. Services are offered on both a discretionary or non-discretionary basis.
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
Location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107