Michael
Lupi
Shade Tree Advisors LLC
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About this Advisor
Michael Lupi is a financial advisor based in Saratoga Springs, New York, working with Shade Tree Advisors LLC. Michael has previously held positions at Shade Tree Advisors LLC, Leverpoint Management LLC, and Bank Of New York Mellon. Michael has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Shade Tree Advisors LLC, which operates out of Saratoga Springs, New York. The firm has 3 offices and 56 employees. The firm manages assets totaling $794.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Shade Tree Advisors LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shade Tree Advisors LLC Brokerage Details
$794,714,403
56
105
$7,568,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Michael Lupi Work History
Shade Tree Advisors LLC
Shade Tree Advisors LLC
Leverpoint Management LLC
Bank Of New York Mellon
Disclosures
Please visit the SEC profile of Michael Lupi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shade Tree Advisors LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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