Choreo Partner Alliance, LLC

CRD#325238
Investment Advisor Firm

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Learn more about Choreo Partner Alliance, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Choreo Partner Alliance, LLC is located at 6735 Vistagreen Way, Rockford, IL. The firm is not a registered broker-dealer.

    Choreo Partner Alliance, LLC offers services including the selection of other advisers. The firm maintains affiliations with an insurance company or agency and a commodity pool advisor. The fee structure at Choreo Partner Alliance, LLC is categorized as other.

    Choreo Partner Alliance, LLC is registered in the states of California, District of Columbia, Maryland, Minnesota, Nevada, North Carolina, Virginia, and Washington.

    Disclosures

    No

    Office Location

    6735 Vistagreen Way
    Rockford, IL 61107

    Choreo Partner Alliance, LLC by the Numbers

    Total Number of Employees

    9

    National Average: 64
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    Products and Services

    Services offered by Choreo Partner Alliance, LLC include selection of other advisers. However, Choreo Partner Alliance, LLC did not provide any of its customers with financial planning services in the previous fiscal year. The Firm does not sell products or offer services aside from investment advice to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors usually vary depending on the type of services offered. Fees charged by Choreo Partner Alliance, LLC typically consist of non-traditional fee structures.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

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      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

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      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Choreo Partner Alliance, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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