Schorn Wealth provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, and small businesses. Financial planning covers areas like cash flow, investments, taxes, insurance, estate, retirement, education, and real estate. Investment management is discretionary and uses model portfolios to align with client goals, investing in stocks, bonds, ETFs, mutual funds, and alternative investments.
Assets Under Management$390M
Clients721
Advisors5
Avg. per Client$540K
Avg. per Advisor$78M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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