Charles Christopher Harker

CFP

Choreo, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Choreo, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

126 advisors

Number of Clients

6,961 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$18.2B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$8,000

Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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History

Regulatory History

Clean regulatory record

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.

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

July 2012 - Present · 13 yrs 7 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.