Andrew Schorr
Andrew Schorr is a registered investment advisor at Independent Financial Partners, based in Port Orange, 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, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
4240 S Ridgewood Avenue, Suite 1, Port Orange, FL, 32127
Get directionsHistory
Regulatory History
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
Previous Registrations
Advisory Services Network
R.L.K. Advisory Group
State Registrations1 state
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
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