History
Financial planning involves a comprehensive look at your entire financial picture and how we can best improve your financial health. We cover key topics such as cash flow and budgeting, retirement forecasting, risk management, investment analysis, estate planning, and tax planning. Our investment management services will help you take the stress out of investing. First, we create a portfolio based off of your time horizon, risk tolerance, and risk capacity. Then we handle all of the asset allocation, asset selection, and trading. We will monitor your portfolio and perform threshold rebalancing, tax harvesting, performance reporting, and more! Our prices start at 0.95% of assets under management, with the lowest fee at 0.45%. For clients with less than $400k of managed assets, we charge $1k upfront with a $325 minimum monthly charge thereafter.
Specialties
Schupak Financial Advisors (SFA) is a fee-only, independent fiduciary firm. This means that we do not receive any kind of commissions for selling financial products and can focus solely on maximizing your money to meet your goals. We specialize in working with high achieving, urban professionals in the prime of their career. Specifically, in 2020 and 2021, we have been helping a number of clients navigate the growing IPO and SPAC markets, as both prove to complicate one's financial picture significantly and present opportunities for strategic tax planning. We offer financial planning and investment management services