Peter Pape is a CFP-designated registered investment advisor at Choreo, LLC, based in Allentown, PA, with 9 years of industry experience. Peter 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
3435 Winchester Road, Suite 102, Allentown, PA, 18104
Get directionsHistory
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 →Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Northeast Financial Group, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
More Advisors
- Thomas Sylvester, CFPChoreo, LLC
- Camerone Giancaterino, CFPChoreo, LLC
- William Smith, CFA
- Stephen Meli, CFP, ChFCAmeriprise Financial Services, LLC
- David Hummel, ChFCMML Investors Services, LLC
- Kerry Erickson, ChFCErickson Financial Group, LLC