Michael Barratt is a registered investment advisor at Choreo, LLC, based in Des Moines, IA, with 25 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
400 Locust Street, Suite 200, Des Moines, IA, 50309
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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.
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Michael is a board member for Hoyt Sherman Place since 2018 and on the Philanthropy Committee for the Food Bank of Iowa since 2020, dedicating minimal time to each. He is also a board member for Exec Club Connect, a breakfast club and 501c3 organization, with no job responsibilities.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
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.