Michael Alan Powsner
Investment Adviser Representative at UPSTART WEALTH MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $750,000 | 0.00% |
| $750,001 - $2,500,000 | 0.80% |
| $2,500,001 - $10,000,000 | 0.75% |
| $10,000,001 - $20,000,000 | 0.55% |
| Above $20,000,000 | 0.45% |
UPSTART WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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