Richard Cundey is a CFP, ChFC-designated registered investment advisor at Choreo, LLC, based in Augusta, GA, with 32 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 6,891 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual rate generally does not exceed 1.5% per year unless otherwise agreed with the client. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
1029 Greene Street, Augusta, GA, 30901
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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.
Exams
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