James Hutchby
James Hutchby is a registered investment advisor at Choreo, LLC, based in Rockford, IL, with 30 years of industry experience. James 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
James is a Senior Director and IAR at Choreo LLC, an investment advisory firm, dedicating full-time hours. He is also an insurance agent with Ash Brokerage, spending minimal time initiating and servicing insurance products, and a registered representative with Purshe Kaplan Sterling Investments, spending minimal time initiating and servicing insurance products and previously selling securities.
Employment History
Current Registrations
Choreo, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Greerwalker Wealth LLC
Capital Guardian, LLCBroker
Synergy Investment Group, LLCBroker
Triune Capital Advisors LLCBroker
Traverse Wealth
Newcomb and CompanyBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
H. Beck, INC.Broker
H. Beck, INC.
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
H. Beck, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.