Charles Harker is a CFP-designated registered investment advisor at Choreo, LLC, based in Seattle, WA, with 14 years of industry experience. Charles 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
601 Union St, Suite 2300, Seattle, WA, 98101
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Charles is an investor/member in Northgate H5 Partners LLC, a commercial real estate venture, and owns/manages a residential rental duplex. These activities do not occur during securities trading hours.
Employment History
Current Registrations
Choreo, LLC
State Registrations8 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
More Advisors
- Ryan Flynn, CFPChoreo, LLC
- Marc Girardot, CFPCs Planning CORP
- Glen Kim, ChFCIndependent Financial Group, LLC
- Mckenzie Granston, CFPFreestone Capital Management, LLC
- Kyle Johnston, CFPIndependent Advisor Alliance, LLC
- Brian Johnson, CFPComposition Wealth, LLC