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Jeffrey Fiore

Advisor at Your Choice Financial LLC

Updated today
Your Choice Financial LLC logo

Firm

Your Choice Financial LLC

Location

Las Vegas, NV 89146

Credentials

Series 65

Industry experience

7 years

About

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.

Client services

Based on Your Choice Financial LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Your Choice Financial LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities

Occupation focus

Based on Your Choice Financial LLC

Doctor or Medical Professional Self-Employed

Demographic focus

Based on Your Choice Financial LLC

Established Professionals

Fee options

Fixed

Financial planning fixed fees range from $600 to $20,000 based on complexity

Percentage

$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

Location

6600 W Charleston Blvd, Suite 119

Las Vegas, NV 89146

Most active in

California · Nevada

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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