Mark Stephen Clure
Advisor at Choreo, LLC — Mount Shasta, CA
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.
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.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
32 years
Location
Mount Shasta, CA 96067
Choreo, LLC
Multi-team
Mark Clure is a CFP® professional with 32 years of experience in the financial industry. He currently works at Choreo, LLC and previously held roles at Enso Wealth Management, LLC and Edward D. Jones & Co., L.P. Outside of his advisory work, Clure is involved in local businesses as a brewery board member and partial owner of Fall River Brewing Company and as a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process with varied portfolio implementation strategies and offers a broad range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.
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)
Mount Shasta, CA
117 West Lake Street
Mount Shasta CA 96067
Advisors at this office
2
California · Idaho · Nevada · Oregon · Washington
32 years of industry experience
Choreo, LLC
2023 - Present • 3 years
Mount Shasta, CA
Enso Wealth Management, LLC
2018 - 2023 • 5 years
Mount Shasta, CA
Edward D. Jones & CO., L.P.
1994 - 2018 • 24 years
Mount Shasta, CA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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