Michael Schupak is a CFP-designated registered investment advisor at Astra Wealth Partners, based in Jersey City, NJ, with 11 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, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 138 clients with $270M 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 starting at $7,200 based on complexity. Fees 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
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.
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
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