Richard Cundey is a CFP, ChFC-designated registered investment advisor at Choreo, LLC, based in Rockford, IL, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 6,961 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Choreo's fees for investment advisory services are calculated as a percentage of your portfolio or on a fixed-fee basis. The annual percentage-based fee generally does not exceed 1.5%. New clients are requested to have at least $1,000,000 in investable assets, and there is an $8,000 minimum annual fee. These minimums may be waived or reduced at Choreo's discretion. Fees are generally payable in advance in quarterly installments.
Location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107
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Regulatory 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
Richard is an insurance agent for Dempsey Companies and Ash Brokerage, spending a few hours per week on each. He is also a Registered Representative with Purshe Kaplan Sterling Investments, dedicating minimal time, and a full-time Senior Director at Choreo LLC.
Employment History
Current Registrations
Choreo, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cherry Bekaert Wealth Management LLC
Cap Pro Brokerage Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations14 states
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.