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 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
5470 Kietzke Lane, Suite 357, Reno, NV, 89511
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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.