Joanna Aiken is a registered investment advisor at Choreo, LLC, based in Orinda, CA, with 28 years of industry experience. Joanna 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
89 Davis Road, Suite 160, Orinda, CA, 94563
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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
Joanna is the CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children, though this is managed by her spouse. She is also an insurance agent with Highland Capital Brokerage, Inc., dedicating a few hours per week to new insurance products for clients.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Enso Wealth Management, LLC
Enso Wealth Management, LLC
Enso Wealth Management
Edward Jones
Edward JonesBroker
Citigroup Global Markets INC.Broker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.