Mikhael Paul Wealth Management is a registered investment advisor established in Manhattan, New York. The firm provides customized financial planning and investment management services tailored to individual and corporate clients. Services encompass portfolio customization, retirement planning, educational workshops, and seminars. In addition to core advisory offerings, Mikhael Paul Wealth Management operates an internal business division, MKPWM Business Solutions, which provides administrative bookkeeping, payroll facilitation, and cash-flow reconciliation for small-business clients. The firm is also licensed as an insurance agency and maintains affiliations with several insurance companies to offer life, health, and accident insurance products.
Fee Structure
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, though exceptions may be considered for high-net-worth clients or special situations.