Peter Tomasch is a CFP-designated registered investment advisor at Choreo, LLC, based in Tysons Corner, VA, with 13 years of industry experience. Peter 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
1850 Towers Crescent Plaza, Suite 200, Tysons Corner, VA, 22182
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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
Peter is a board member and finance committee member for Commonwealth Community Trust (CCT), a 501(3)c that manages a pooled-SNT. He dedicates a few hours per week to overseeing the investment manager of the pooled SNT.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Cherry Bekaert Wealth Management LLC
The Colony Group, LLC
Capgroup Advisors
State Registrations3 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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