William Demar is a CFP-designated registered investment advisor at Choreo, LLC, based in Reno, NV, with 23 years of industry experience. William 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
5470 Kietzke Lane, Suite 357, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business ActivitiesSells Insurance
William is an insurance agent with Highland Capital Brokerage, Inc. since 2017, focusing on new insurance products for clients and dedicating minimal time. He also manages 89 North Rentals LLC, a private residence rental business, spending minimal time on it.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Enso Wealth Management, LLC
Enso Wealth Management, LLC
Enso Wealth Management
Edward Jones
Edward JonesBroker
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.
Exams
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