Dawn Drewitz is a CFP-designated registered investment advisor at Choreo, LLC, based in Rockford, IL, with 26 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 6,961 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Choreo's fees for investment advisory services are calculated as a percentage of your portfolio or on a fixed-fee basis. The annual percentage-based fee generally does not exceed 1.5%. New clients are requested to have at least $1,000,000 in investable assets, and there is an $8,000 minimum annual fee. These minimums may be waived or reduced at Choreo's discretion. Fees are generally payable in advance in quarterly installments.
Location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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