Joshua
Burgess
Choreo, LLC
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About this Advisor
Joshua Burgess is a financial advisor who works in Charlotte, North Carolina with 1 year of relevant experience. Burgess is currently employed by Choreo, LLC. During their career, the advisor has held roles at Choreo, LLC, Rsm Us Wealth Management LLC, Western Carolina University, Arby'S, Practical Financial Planning, Dollar General and Heartland Christian School. Burgess holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in North Carolina. Choreo, LLC is a registered investment business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 31 locations and a total of 189 employees. It administers $12 billion in assets under management between its 21,280 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 21,280 customer accounts, 64% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely vary depending on the services provided. However, fees charged by Choreo, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joshua Burgess Work History
Joshua has been registered as a financial advisor for 1 years.*
Choreo, LLC
Rsm Us Wealth Management LLC
Rsm Us Wealth Management LLC
Western Carolina University
Rsm Us Wealth Management LLC
Arby'S
Western Carolina University
Western Carolina University
Practical Financial Planning
Western Carolina University
Western Carolina University
Arby'S
Dollar General
Western Carolina University
Arby'S
Heartland Christian School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Choreo, LLC
Rockford, IL
Charlotte, NC
Richmond, VA
Minneapolis, MN
Des Moines, IA
Petaluma, CA
Minneapolis, MN
Rockford, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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