Schorpp Capital Management provides financial planning and investment management services to individuals and high-net-worth individuals. The firm primarily charges a fee based on the value of your portfolio. They also offer hourly consultations for financial planning. Schorpp Capital Management uses a passive index, asset class investing strategy, primarily using Dimensional Fund Advisors.
Assets Under Management$70M
Clients182
Advisors2
Avg. per Client$380K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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