Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Choreo discloses a maximum, individually negotiated rate of 1.5% in its Part 2A of Form ADV: Firm Brochure (March 25, 2026). Converted to dollars, that runs $8,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Ameritas Fees (2026), Arete Wealth Advisors Fees (2026) and Ashton Thomas Private Wealth Fees (2026).
The published numbers
From the Part 2A of Form ADV: Firm Brochure (March 25, 2026): “Where our investment advisory or aggregated reporting fees are calculated as a percentage of billable assets, we generally apply either a tiered schedule where fee rates decrease as billable assets increase (the fee decrease applies to the portion of the billable assets in each applicable tier) or a flat rate applied to billable assets. The annual rate generally does not exceed 1.5% per annum unless otherwise agreed to with the client. We request … (but do not require) new investment advisory clients to have investable assets of at least $1,000,000 and we have an annual minimum fee of $8,000.”
Note: Standard schedule for Choreo’s core Investment Advisory / Aggregated Reporting service; separate schedules exist for OCIO, Financial Planning, Retirement Plan Consulting, none the default.
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $8,000 | 3.20% |
| $500,000 | $8,000 | 1.60% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Choreo’s core Investment Advisory / Aggregated Reporting fee ‘generally does not exceed 1.5% per annum,’ floored at the brochure’s own stated $8,000 annual minimum fee, which dominates the computed fee at $250,000 and $500,000.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Choreo’s own published rate runs $8,000 a year.
Comparing Choreo against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Part 2A of Form ADV: Firm Brochure (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025771
- SEC Investment Adviser Public Disclosure, Choreo, LLC (CRD #111221): https://adviserinfo.sec.gov/firm/summary/111221
- Choreo, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/111221/PDF/111221.pdf
Methodology. This page was built September 28, 2026, drawing on Choreo’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Choreo instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Choreo review.
Is Choreo a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Choreo’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Choreo against other options? See Choreo alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.