Karl Schorr Wealth Management offers portfolio management and financial planning services. They begin with a free initial consultation to understand your financial situation and goals. For investment management, they can manage your account with or without your direct input on each trade. Financial planning services include comprehensive plans, annual reviews, and separate consultations on specific topics.
Assets Under Management$20M
Clients135
Advisors1
Avg. per Client$150K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm does not negotiate its management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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