Choreo, LLC is a registered investment advisor that provides comprehensive wealth management, investment advisory services, financial planning, aggregated reporting, and outsourced chief investment officer services. Choreo builds globally diversified portfolios tailored to each client's individual needs and risk tolerance, utilizing separately managed accounts, direct indexing, model investment strategies, and registered or private funds. In addition to personal wealth management, Choreo offers specialized consulting for 1031 exchanges, deferred sales trusts, opportunity zones, and retirement and pension plans. Choreo works with a broad range of clients, including individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and corporate retirement plans. Headquartered in Rockford, Illinois with satellite offices across multiple states, Choreo primarily recommends Charles Schwab & Co. and Fidelity Brokerage Services as qualified custodians for client assets.
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.