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CFP
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CFP

Dorothy Bossung

Choreo, LLC
10 Years of Experience
Chicago, IL
1 Disclosure
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Dorothy Bossung is a CFP-designated registered investment advisor at Choreo, LLC, based in Chicago, IL, with 10 years of industry experience. Dorothy 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
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 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
—
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Location

330 N. Wabash, Suite 3200, Chicago, IL, 60611

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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
May 1988
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Choreo, LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bdo Wealth Advisors, LLC
September 2022 - November 2023 · 1 yr 2 mos
Interocean Wealth Management LLC
April 2007 - July 2009 · 2 yrs 3 mos
Deloitte & Touche Investment Advisors LLC
October 2002 - March 2007 · 4 yrs 5 mos
State Registrations3 states
FLILNY
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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