Peter Tomasch is a CFP-designated registered investment advisor at Choreo, LLC, based in Tysons Corner, VA, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 6,961 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Choreo's fees for investment advisory services are calculated as a percentage of your portfolio or on a fixed-fee basis. The annual percentage-based fee generally does not exceed 1.5%. New clients are requested to have at least $1,000,000 in investable assets, and there is an $8,000 minimum annual fee. These minimums may be waived or reduced at Choreo's discretion. Fees are generally payable in advance in quarterly installments.
Location
1850 Towers Crescent Plaza, Suite 200, Tysons Corner, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a board member and finance committee member for Commonwealth Community Trust (CCT), a 501(3)c that manages a pooled-SNT. He dedicates a few hours per week to overseeing the investment manager of the pooled SNT.
Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Cherry Bekaert Wealth Management LLC
The Colony Group, LLC
Capgroup Advisors
State Registrations3 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.