Michael Schupak (CFP®)

Michael Schupak focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Ongoing Investment Management: We construct our portfolios internally. This enables us to be cost efficient and personalized. Portfolio Management services include asset allocation, asset selection, tax efficient account placement, trade execution, rebalancing and ongoing and continuous supervision of portfolios. We are proudly an approved Dimensional Funds Advisor (DFA).

Financial Planning: We believe a “bottoms up” cash flow approach is the cornerstone to completing a robust comprehensive financial plan. This helps guides our discussions with regards to cash flow, debt management, risk needs analysis, investment planning, employer benefits and retirement planning. 

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.

Additional Information

I founded Schupak Financial Advisors (SFA) in 2015 with the ambition to provide clarity to an industry that often seems cloudy and confusing. Over the past few years, I've learned that I prefer to work with all of my clients on an ongoing basis. This enables us to build a deeper and evolving relationship, resulting in a more customized and what I believe to be a superior experience and output vs. larger, traditional firms.

Outside of work, I love to spend time with my wife; Amber, ski, travel and root for the NY Jets. I'm also usually up for a game of chess, basketball or a round of golf, and can often be found in a hot yoga class.

CLICK HERE to Schedule a meeting now

NAPFA Start Date

October 24, 2016

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This 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