Gabriella Brandao
Advisor at Choreo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Choreo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mount Shasta, CA 96067
Credentials
Series 65
Industry experience
3 years
Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.
Based on Choreo, LLC
Financial Planning fees typically fixed fee basis; OCIO services flat fees from $15,000 to $1,000,000 annually; one-time OCIO setup fees $5,000 to $100,000; 1031 Exchange planning and implementation fees charged per project basis
Insurance product commissions for certain advisors; trailing commissions from past variable annuity sales
Wealth Management Consulting services hourly fees range $100 to $600 per hour; Opportunity Zone consulting fees may be hourly
Account minimum: $1,000,000 Minimum fee: Annual minimum fee of $8,000, may be waived or reduced at discretion Fee-only: Financial Planning fees typically fixed fee basis; Wealth Management Consulting fees fixed or hourly ($100-$600/hr)
117 West Lake Street
Mount Shasta, CA 96067
California
Choreo, LLC
2023 - Present (3 years)
Enso Wealth Management, LLC
2022 - 2023 (1 year)
1099 Contractor for Mark Clure
2021 - 2022 (1 year)
UnEmployed
2021 - 2021 (1 year)
ACGC, Inc.
2020 - 2021 (1 year)
AFlac
2020 - 2020 (1 year)
Coast Central Credit Union
2019 - 2020 (1 year)
VIP Pet Care
2018 - 2019 (1 year)
STARBUCKS
2015 - 2018 (3 years)
Sonoma State University
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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