Schorpp Capital Management

Schorpp Capital Management is a registered investment adviser established in 2004 by Wayne and Douglas Schorpp. The firm specializes in financial planning and investment management on a fee basis, charging between 75 and 100 basis points for assets under management. Clients can also receive financial planning services at a rate of $250 per hour. The firm primarily follows a passive index, asset class investment strategy focused on diversification, low costs, and tax implications. Schorpp Capital Management uses Dimensional Fund Advisors for executing its investment strategy. The minimum client size is $750,000, and the firm serves individuals and high net worth individuals. Clients have discretion over their investments, with the firm typically receiving discretionary authority to trade securities in line with client objectives. The firm reviews accounts quarterly, and clients receive statements from custodian Charles Schwab. Schorpp Capital Management does not charge performance-based fees and does not provide compensation for referrals. The firm does not engage in principal or agency cross securities transactions for client accounts. Clients may or may not delegate proxy voting responsibilities to the firm. The firm has no financial commitments impairing its ability to meet client obligations. Wayne and Douglas Schorpp, each with 20 years of experience, are the principal owners of the firm.