Christina Davis is a registered investment advisor at Mikhael Paul, based in New York, NY, with 3 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are typically fixed and not subject to negotiation, but exceptions may be considered for high-net-worth clients or those with special situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1185 Avenue of the Americas, 3rd Floor, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
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Financial
November 2017Final
Employment History
Current Registrations
Mikhael Paul
June 2025 - Present · 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2025 - March 2025 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2024 - October 2024 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2024 - October 2024 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
November 2023 - January 2024 · 2 mos
Triad Advisors LLCBroker
May 2022 - November 2022 · 6 mos
Vanguard Marketing CorporationBroker
January 2022 - April 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2021 - August 2021 · 3 mos
Morgan StanleyBroker
July 2019 - April 2020 · 9 mos
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.