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Douglas Schorpp

21 Years of Experience
North Brunswick, NJ

Douglas Schorpp is a registered investment advisor at Schorpp Capital Management, based in North Brunswick, NJ, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 182 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
182 clients
Average Client Portfolio
$384K average
Assets Under Management
$69.9M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.75% to 1.00% annually and are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

623 Georges Rd., North Brunswick, NJ, 08902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglas is a proprietary trader for Capital Trading Partners, LLC, a role he has held with Assent LLC since 2002. He dedicates about a quarter of his time to this investment-related activity.

Employment History
Current Registrations
Schorpp Capital Management
July 2004 - Present · 21 yrs 10 mos
State Registrations1 state
NJ
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.