Art Federis is a CFP-designated registered investment advisor at Choreo, LLC, based in Costa Mesa, CA, with 10 years of industry experience. Art 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
600 Anton Blvd, Suite 500, Costa Mesa, CA, 92626
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Regulatory History (1)
Employment Separation After Allegations
September 2017Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Assetmark, INC.
Halbert Hargrove
State Registrations1 state
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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