Irvin Schorsch
Irvin Schorsch is a CFP-designated registered investment advisor at Pennsylvania Capital Management INC., based in Huntingdon Valley, PA, with 29 years of industry experience. Irvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM offers investment management services where the annual fee ranges from 0.50% to 1.35% of the portfolio's value for accounts up to $5 million. The fee is based on the portfolio's market value and is payable quarterly or semi-annually, in advance. PCM also offers tactical asset management services with fees ranging from 1.30% to 1.95% of the portfolio's value for accounts up to $5 million. Fees are negotiable.
Location
1841 Huntingdon Pike, Huntingdon Valley, PA, 19006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pennsylvania Capital Management INC.
Previous Registrations
Western International Securities
State Registrations3 states
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