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CFP

Michelle Buria

Choreo, LLC
22 Years of Experience
Duluth, MN
1 Disclosure
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Michelle Buria is a CFP-designated registered investment advisor at Choreo, LLC, based in Duluth, MN, with 22 years of industry experience. Michelle 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.

Choreo, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
146 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 ValueAnnual Fee
Any1.50%

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
—
View Full SEC Brochure

Location

227 West 1st Street, Suite 300, Duluth, MN, 55802

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History

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
June 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Choreo, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Rsm US Wealth Management LLC
July 2017 - July 2017 · 0 mos
Wells Fargo Clearing Services, LLC
January 2011 - July 2017 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - July 2017 · 6 yrs 6 mos
Wells Fargo Investments, LLC
May 2009 - January 2011 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
May 2009 - January 2011 · 1 yr 8 mos
UBS Financial Services INC.
October 2007 - June 2009 · 1 yr 8 mos
UBS Financial Services INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Piper Jaffray & CO.Broker
January 2004 - August 2006 · 2 yrs 7 mos
State Registrations4 states
IAMNTXWI
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.
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