Schorpp Capital Management is an investment management and financial planning firm that places a premium on our client relationships and our ability to deliver service that exceeds their expectations. We listen to our clients and communicate to them a custom financial solution to achieve their goals. We will always have a process in place in which we have a robust and open line of communication.
1. Always put our clients interests first.
2. Always align our interests with our clients.
3. Always communicate in the clearest way possible.
4. Always exceed expectations.
5. Never let a customer down.
We are a fee-based asset management firm. We feel that this format best aligns our interests with our client's.
|Firm Start Year:||1992|
|States Licensed in:||NJ|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Stocks , Mutual Funds , Options & Futures , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your home , At my office , Via phone , Via email , At your office|
|Qualifications & Memberships|
|Financial Organization Memberships:||American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$200,000|
|Compensation Methods:||Flat Fee , Based on Assets|
|Fee % Based on Assets:||.9|
|Additional Details on Charges:||Our fee is based on 90 basis points of assets under management. We do provide a comprehensive financial plan for individuals for an added fee. All other services we provide are mostly included in the assets under management fee.|
|Mon.||9:00 AM - 9:00 PM|
|Tue.||9:00 AM - 9:00 PM|
|Wed.||9:00 AM - 9:00 PM|
|Thu.||9:00 AM - 9:00 PM|
|Fri.||9:00 AM - 9:00 PM|