Mikhael Paul Wealth Management (MKPWM) provides financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, and corporations. MKPWM also offers non-advisory business-management, payroll-facilitation, and bookkeeping services to small businesses. MKPWM is also licensed to sell insurance products and receives commissions from New York Life Insurance Company, MetLife, and AFLAC.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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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