Henry Zupko
Henry Zupko is a CFP-designated registered investment advisor at Tranquility Path Investment Advisors, LLC, based in Matawan, NJ, with 21 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Legacy clients may have a different fee schedule.
Fee Estimator
Location
100 Matawan Road, Suite 180, Matawan, NJ, 07747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Henry is an independent insurance agent since 1985, spending about 10-20% of his time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Tranquility Path Investment Advisors, LLC
Previous Registrations
Comprehensive Capital Management, INC.
New England Securities Corporation
MML Investors Services, INC.
Lincoln Financial Advisors Corporation
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.