Wayne Schorpp is a CFP-designated registered investment advisor at Schorpp Capital Management, based in North Brunswick, NJ, with 21 years of industry experience. Wayne 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% annually and are subject to negotiation.
Fee Estimator
Location
623 Georges Rd., North Brunswick, NJ, 08902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is the managing partner in the CPA firm of Schorpp, Collier and Berlin, where he has been a partner for about 16 years. He dedicates nearly full-time hours to the accounting business, including a few hours per day during market hours, focusing on accounting and management of the practice.
Employment History
Current Registrations
Schorpp Capital Management
State Registrations1 state
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