AS
AS

Andrew Schorr

8 Years of Experience
Sells Insurance

Andrew Schorr is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

Loading...

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is a board member for the Daytona Beach Quarterback Club and the Volusia County Miracle League, and owns rental properties. He is also an agent for RLK Advisory Group, selling life, health, and annuity insurance products, and owns Andrew C Schorr, INC for liability protection.

Employment History
Current Registrations
Independent Financial Partners
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Advisory Services Network
January 2023 - February 2025 · 2 yrs 1 mo
R.L.K. Advisory Group
August 2017 - March 2023 · 5 yrs 7 mos
State Registrations1 state
FL
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.