Matthew Bankston is a registered investment advisor at Choreo, LLC, based in Rockford, IL, with 18 years of industry experience. Matthew 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a part-owner of BNR Investments, LLC, a business that buys, remodels, and sells properties, and holds rental real estate. This passive business takes about 10-20% of Matthew's time.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.