Paul Muhich
Paul Muhich is a CFP, ChFC-designated registered investment advisor at Due North Financial, LLC, based in Eveleth, MN, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 168 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Annual fee is negotiable based upon certain criteria (e.g., Charitable Organizations, immediate family members, historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
408 Jones St., Eveleth, MN, 55734-1530
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Paul is an insurance agent since 2011, dedicating about a quarter of their time to insurance sales and service. He also serves as a city planning commissioner, notary public, and vocal soloist, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Due North Financial, LLC
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Next Financial Group, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Askar CORP.Broker
Commonwealth Financial NetworkBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.