Michael Lin is a CFP-designated registered investment advisor at Choreo, LLC, based in Potomac, MD, with 14 years of industry experience. Michael 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
12505 Park Potomac Ave, Suite 700, Potomac, MD, 20854
Get directionsHistory
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
State Registrations3 states
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
More Advisors
- Anthony Spano, CFPChoreo, LLC
- Krista Baumgardner, CFPChoreo, LLC
- Keith Mayhew, CFPChoreo, LLC
- Jennifer Antosh, CFAMerit Financial Advisors
- William Schwartz, CFPWealthspire Advisors
- Taraneh Izadi, CFPPathstone