Schorn Wealth Fees & Minimum

Overview

Headquarters: Englewood, FL
Total Firm Assets: $392 million
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: ADV BROCHURE (2026-02-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.75%
$250,001	$750,000	1.50%
$750,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$55,000	1.10%
$10 million	$105,000	1.05%
$50 million	$505,000	1.01%
$100 million	$1,005,000	1.00%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 56.50%
Number of High-Net-Worth Clients: 98
Total Client Accounts: 1,409
Discretionary Accounts: 1,120
Non-Discretionary Accounts: 289

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 304104

ADV BROCHURE (2026-02-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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