Michael Schupak is a CFP-designated registered investment advisor at Astra Wealth Partners, based in Jersey City, NJ, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 126 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.50% |
Subject to a minimum annual fee based on complexity starting at $7,200. Fees and fee schedules are negotiable.
Fee Estimator
Contact
Michael Schupak
Location
101 Hudson Street, Suite 2100, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Managing Member, CCO, and IAR for Astra Wealth Partners LLC since 2022, and Schupak Financial Advisors, LLC since 2015, both investment advisory firms. He dedicates about a quarter of his time to each firm, providing investment advisory services, managing business operations, and overseeing compliance.
Employment History
Current Registrations
Astra Wealth Partners
Previous Registrations
Schupak Financial Advisors
State Registrations3 states
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Exams
Additional Information
I'm Mike Schupak, Principal atAstra Wealth Partners.I have worked in personal and corporate finance for almost 20 years. I believe in providing full comprehensive financial planning with an emphasis on tax-efficient investing. The majority of the clients I work with are executives and senior leadership with stock compensation at their employer.CLICK HERE to schedule a complimentary discovery meeting