Schupak Financial Advisors

Ideology - Good financials should be boring and predictable; let us work together to avoid any surprises and be prepared for what curveballs life throws.

Services - Holistic comprehensive planning is provided though the several aspects of financial planning and portfolio management. Our process advocates meeting first (in person, phone or video conference) with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward.

Typical Clients often fall into one of the following categories:

  • In your 30's or 40's, you have been saving, but now it is time to look at your future and see what is possible (upgrade home, retire early, launch a business etc.) and or ensure you are on the proper retirement track.
  • You are on a great career trajectory or experienced a speedy increase in salary, now with more money than you spend, you would like to invest responsibility.
  • Employees who have equity with their employer (current or prior), whether it's RSU's, stock options or ESPP.
  • Marketing, technology and retail executives at both public and private companies. 

Fees - We work with all of our clients on an ongoing basis. Fees are charged on a tiered Assets Under Management (AUM) schedule ranging from 0.95% - 0.45%. For clients who we manage less than $300K, we bill a $1K up front and a monthly fee typically between $200 - $400. The monthly fee declines (and eventually goes away) as one's managed investments approach $300K.

CLICK HERE to schedule a complimentary discovery meeting

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Advisors at this Office

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This Office

54 W 40th St New York, NY 10018-2602 Phone: (646) 844-2416

Primary Office

121 Newark Ave Ste 523 Jersey City, NJ 07302-5873 Phone: (646) 844-2416

Other Offices

54 W 40th St New York, NY 10018-2602 Phone: (646) 844-2416