Mikhael Paul

Overview

Mikhael Paul operates as a limited liability company owned by an individual and combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm’s advisory activity centers on financial planning, portfolio management for individuals and small businesses, and running educational seminars and workshops. That mix suggests the practice positions itself as a hybrid adviser-broker supporting both protection and investment needs. The firm uses a flexible fee model—percentage of AUM, hourly charges, and fixed fees—allowing it to price planning engagements, ongoing portfolio oversight, or one-off consultations differently. Mikhael Paul is identified as an active ESG investor, indicating environmental, social and governance considerations are incorporated into investment selection or manager screening. The firm is categorized as unclassified and is not identified as a capital allocator or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices