John Kramer is a CFP-designated registered investment advisor at Choreo, LLC, based in Sioux Falls, SD, with 15 years of industry experience. John 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
2101 W. 41st St, Suite 22, Sioux Falls, SD, 57105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1998Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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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