Andrew Erik Thompson

CFP

Choreo, LLC

22 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Choreo, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

126 advisors

Number of Clients

6,961 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$18.2B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$8,000

Location

6735 Vistagreen Way, Suite 110, Rockford, IL, 61107

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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.

Other Business ActivitiesSells Insurance

Andrew is an insurance agent with Highland Capital Brokerage, Inc. since 2019, focusing on new insurance products for clients and dedicating minimal time to this activity.