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Taylor Greenleaf

Choreo, LLC
26 Years of Experience
Ashland, OR
1 Disclosure
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Taylor Greenleaf is a registered investment advisor at Choreo, LLC, based in Ashland, OR, with 26 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.

Choreo, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
148 advisors
Number of Clients
6,891 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$19.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Ashland, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Choreo, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Enso Wealth Management, LLC
February 2021 - January 2023 · 1 yr 11 mos
Enso Wealth Management, LLC
August 2017 - December 2020 · 3 yrs 4 mos
Greenleaf & Burleson Wealth Management, LLC
June 2004 - August 2017 · 13 yrs 2 mos
Fsc Securities Corporation
June 2003 - January 2006 · 2 yrs 7 mos
UBS Financial Services INC.
March 2000 - June 2003 · 3 yrs 3 mos
State Registrations2 states
CAOR
Advisor

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
No exam information available for this advisor.
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