A complete list of active advisors currently associated with Karl Schorr Wealth Management, LLC

Warmer can help you find a great advisor at Karl Schorr Wealth Management, LLC or one who fits your needs even better.

Karl Schorr Wealth Management, LLC provides fee-based portfolio management primarily to individual investors and, occasionally, to small businesses and non-profits. The firm also offers ancillary services such as preparation of personal and business income tax returns and consulting on 1031 real estate exchanges, including due diligence and coordination for Delaware Statutory Trust replacement properties. The adviser uses asset-allocation targets and a largely passive investment approach that emphasizes low-cost index funds and ETFs, with active funds considered only when a suitable index product is not available. It generally manages accounts on a discretionary basis, monitors holdings daily, performs formal account reviews quarterly, and does not employ margin or leveraged products. Unlike many peers that operate as strict solo practitioners, the firm’s structure and services include the principal’s registered tax preparer credential and dedicated time spent on 1031 exchange consulting, with approximately $758,449 of DST assets listed under advisement. The firm recommends Charles Schwab as custodian, reports all client assets as discretionary (about $27.9 million across roughly 128 clients), and uses solicitor referral arrangements on occasion.

To learn more about the advisors currently working at Karl Schorr Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.