Robin Patin is a CFP-designated registered investment advisor at Choreo, LLC, based in Orinda, CA, with 9 years of industry experience. Robin 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
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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
89 Davis Road, Suite 160, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Robin is a proprietor of Wealth Reconstructed, LLC, focusing on public speaking and writing about women, people of color, and finances, dedicating about 10-20% of her time. Robin is also an insurance agent with Highland Capital Brokerage, Inc., spending a few hours per week on new insurance products for clients.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Enso Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations2 states
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