Choreo offers investment advice, financial planning, and consulting services to individuals, families, and institutions. Choreo manages investments, provides financial plans, and offers wealth management consulting. They also offer services for retirement plans and pensions. Choreo's services are tailored to each client's needs and goals.
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.