Randy Beeman is a registered investment advisor at Choreo, LLC, based in Roxbury, CT, with 28 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 6,891 clients with $19B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
148 advisors
Number of Clients
6,891 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$19.1B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual rate generally does not exceed 1.5% per year unless otherwise agreed with the client. Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Roxbury, CT
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2013Denied
Employment History
Current Registrations
Choreo, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Glass Jacobson Wealth Advisors
October 2022 - April 2025 · 2 yrs 6 mos
Yhb Wealth Advisors, LLC
January 2018 - October 2022 · 4 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
July 2007 - January 2018 · 10 yrs 6 mos
Robert W. Baird & CO. Incorporated
July 2007 - January 2018 · 10 yrs 6 mos
Ferris, Baker Watts Incorporated
April 2001 - August 2007 · 6 yrs 4 mos
Ferris, Baker Watts IncorporatedBroker
June 2000 - August 2007 · 7 yrs 2 mos
Prudential Securities IncorporatedBroker
April 1998 - July 2000 · 2 yrs 3 mos
State Registrations2 states
CTVA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.