Investment Management Fee based on AUM

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. Schorpp Capital Management charges a fee based on the amount of assets under management (AUM) for a client. We do not get any commissions for the investments that we manage for our clients.  We have fewer inherent conflicts of interest, and provide comprehensive advice. When appropriate for our clients we do sell insurance and annuity products. We do make it clear when we receive a commission for these insurance products.