Wayne Schorpp, CFP®
Schorpp Capital Management

623 Georges Rd.
North Brunswick, NJ 08902
Schorpp Capital Management | Financial Advisor in North Brunswick ,NJ

About Schorpp Capital Management

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.

Our Responsibilities

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.


General Information

Firm Start Year:   1992
No.of Employees:   2-4
States Licensed in:   NJ
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Insurance , Exchange Traded Funds (ETFs) , Options & Futures , Bonds , Annuities , Stocks , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At your office , Via phone , Via email , At my office


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA)


Compliance

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 and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Based on Assets , Flat Fee
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.



Faqs

  • Do you have a customer satisfaction or refund policy? We believe that you should be 100% satisfied with our performance. Our client's are billed after services are performed if they are not satisfied they will not be billed.
  • What are your qualifications? What is your education background? Our planners are Certified Financial Planners, Registered Investment Advisors and CPA's. All have four year college degrees.
  • What is your approach to financial planning? Our approach is to find out as much about the client as possible. Usually in a series of meetings to determine whether we fit what the the client is looking for in a financial planner. After we have determined there is a fit we develop a custom fiancial plan based on the client's personal situation.
  • What services do you offer? We offer a full range of financial planning services, asset management, income in retirement planning, tax planning, and insurance planning.
  • How many clients do you currently manage? We currently work with about 100 clients.
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Wayne Schorpp, CFP®

Wayne Schorpp, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 9:00 PM