Kevin Shea
Kevin Shea is a CFP-designated registered investment advisor at Choreo, LLC, based in Rockford, IL, with 24 years of industry experience. Kevin 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)
Criminal
July 2001Other Business ActivitiesSells Insurance
Kevin is an insurance agent for Dempsey Companies and Ash Brokerage, spending about 10-20% of his time and minimal time, respectively, initiating and servicing insurance products. He is also a Registered Representative with Purshe Kaplan Sterling Investments, dedicating a few hours per week, and a full-time Senior Director at Choreo LLC, managing a book of business and charging investment advisory fees.
Employment History
Current Registrations
Choreo, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cap Pro Brokerage Services, INC.Broker
Cherry Bekaert Wealth Management LLC
Park Avenue Securities LLCBroker
Royal Alliance Associates, INC.Broker
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.