AH
CFP
AH
CFP

April Hayden

3 Years of Experience
Virginia Beach, VA

April Hayden is a CFP-designated registered investment advisor at Choreo, LLC, based in Virginia Beach, VA, with 3 years of industry experience. April 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
6,891 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$19.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Virginia Beach, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Choreo, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Bdo Wealth Advisors, LLC
October 2022 - November 2023 · 1 yr 1 mo
State Registrations10 states
CACODCFLMAMINYTXVAWA
Advisor

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Exams
No exam information available for this advisor.
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