Michael Lynch is a CFA, CFP-designated registered investment advisor at Choreo, LLC, based in New York, NY, with 8 years of industry experience. Michael 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
100 Park Avenue #9, Suite 900, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Bdo Wealth Advisors, LLC
Ot: Optimized Transitions, Independent Investment Counsel, LLC
State Registrations2 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.