Jeffrey Fiore
Advisor at Your Choice Financial 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 Your Choice Financial 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.
Firm
Your Choice Financial LLC
Location
Las Vegas, NV 89146
Credentials
Series 65
Industry experience
7 years
Jeffrey Fiore is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Your Choice Financial LLC and has previously worked at Horter Investment Management, Gradient Advisors, and NLS Insurance. Fiore also owns Fiore Wealth Management Group, which operates as a DBA for his insurance and financial activities. Your Choice Financial LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, pension plans, and businesses. The firm manages approximately $37 million across 111 client accounts, employing a diversified investment approach that includes charting, cyclical analysis, modern portfolio theory, and quantitative techniques.
Based on Your Choice Financial LLC
Based on Your Choice Financial LLC
Financial planning fixed fees range from $600 to $20,000 based on complexity
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
6600 W Charleston Blvd, Suite 119
Las Vegas, NV 89146
California · Nevada
Your Choice Financial LLC
2022 - Present (4 years)
Horter Investment Management, LLC
2019 - 2022 (3 years)
Gradient Advisors, LLC
2018 - 2020 (2 years)
NLS Insurance
2015 - 2018 (3 years)
Fiore Wealth Management Group
2015 - Present (11 years)
Herbalife International
1988 - Present (38 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
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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