Donald Mccormick is a registered investment advisor at Choreo, LLC, based in Rockford, IL, with 18 years of industry experience. Donald 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2008Other Business Activities
Donald is the President of Insight Advisors, Inc., a holding company for Insight Wealth Strategies, LP, since 1994. He devotes minimal time to this venture.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Insight Wealth Strategies, LP
Insight Wealth Strategies, LP
Jonathan Roberts Advisory Group, INC.
1st Global Advisors INC
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.