Karl Schorr
Karl Schorr is a registered investment advisor at Karl Schorr Wealth Management, LLC, based in Lake Elsinore, CA, with 13 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 135 clients with $20M 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% |
The firm does not negotiate its management fee.
Fee Estimator
Location
31500 Grape Street #3-356, Lake Elsinore, CA, 92532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Karl Schorr Wealth Management, LLC
State Registrations1 state
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