Paul Mchugh
Paul Mchugh is a registered investment advisor at Journey Retirement Planning and Investment Management, LLC, based in Ammon, ID, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 637 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Retirement Planning and Investment Management charges an annual fee for managing your investments, ranging from 0.10% to 2.0% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The advisory fee is negotiable.
Location
3040 E 17th Street, Suite 2, Ammon, ID, 83406
Get directionsHistory
Regulatory History (1)
Criminal
March 2019Other Business ActivitiesSells Insurance
Paul is an independent licensed insurance agent in Idaho, selling life insurance. This activity is investment-related.
Employment History
Current Registrations
Journey Retirement Planning and Investment Management, LLC
State Registrations1 state
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.