Top financial advisors in East Brunswick, NJ
We’ve curated a list of the best financial advisors in East Brunswick, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$57,200,000
Number of advisors
3 advisors
| $57,200,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in East Brunswick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Brunswick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$57,200,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in East Brunswick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Brunswick. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.