Stephen Lupkas is a CFP-designated registered investment advisor at Myfinancialpro, LLC, based in Shelton, CT, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 37 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
myFinancialPro charges an hourly fee of $343 per hour for time spent managing wealth, billed quarterly. There is also an asset management fee of 0.33% per year, or 0.0825% per quarter, based on the average daily balance of assets under management, paid quarterly in advance. If the combined fee is less than $297 per quarter, a minimum quarterly fee of $297 will apply.
Location
Shelton, CT
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Myfinancialpro, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations4 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.