About KARL SCHORR WEALTH MANAGEMENT, LLC
KARL SCHORR WEALTH MANAGEMENT, LLC is a trusted financial advisory firm that provides personalized financial services to clients. Led by a team of experienced and knowledgeable advisors, KARL SCHORR WEALTH MANAGEMENT, LLC aims to help individuals, families, and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Develops customized investment strategies
- Offers ongoing support and guidance
- Emphasizes communication and transparency
Facts and Insights
KARL SCHORR WEALTH MANAGEMENT, LLC has been in business for over 20 years, establishing a strong reputation for providing excellent financial advice and services. The firm currently manages over $500 million in assets and has a team of experienced advisors who are dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
KARL SCHORR WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The advisors at KARL SCHORR WEALTH MANAGEMENT, LLC work with a diverse range of clients, including:
- Individuals and families
- Professionals
- Business owners
- Executives
- Retirees
Fees & Compensation
KARL SCHORR WEALTH MANAGEMENT, LLC operates on a fee-only model, meaning that advisors do not receive commissions for the sale of financial products. This ensures that the firm’s advice is unbiased and in the best interest of the client. Fees are based on a percentage of assets under management.
Background
The founder of KARL SCHORR WEALTH MANAGEMENT, LLC, Mr. Karl Schorr, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Business Administration and is a Certified Financial Planner (CFP®). Mr. Schorr and his team of advisors have a strong commitment to continuing education and regularly attend seminars and workshops to stay updated on the latest industry trends and strategies.
Financial Advisor Disclosures to Know
KARL SCHORR WEALTH MANAGEMENT, LLC is a fiduciary, which means they are legally obligated to act in the best interests of their clients. As such, the firm has a strict code of ethics and upholds the highest level of professionalism and integrity in all client interactions. Additionally, the firm has no past disciplinary actions or disclosures to report.