Robin Patin is a CFP-designated registered investment advisor at Choreo, LLC, based in Orinda, CA, with 10 years of industry experience. Robin 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
89 Davis Road, Suite 160, Orinda, CA, 94563
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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 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 Registrations4 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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