Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lupi is an investment advisor representative registered with Shade Tree Advisors LLC. Michael has been in the industry since June 2015 and is currently based in Saratoga Springs, NY. Michael's focus is on providing wealth management, family office services, and asset allocation strategies to clients. Michael has a Series 65 license, and is registered in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wealth management; family office; & asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
08/19/2021 - Present
Shade Tree Advisors LLC (SARATOGA SPRINGS NY)
IA
Issued 12/31/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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