Mikhael Paul Wealth Management Partners with Established RIAs to Serve Low Net Worth Clients
Mikhael Paul Wealth Management Partners with Established RIAs to Serve Low Net Worth Clients
New York, NY (April 2025)
April 19, 2025 — In a move reflecting the evolving landscape of wealth management, Mikhael Paul Wealth Management has announced a new partnership program targeting established Registered Investment Advisors (RIAs) to provide dedicated services for low net worth clients—those with accounts under $100,000—who are increasingly underserved as the industry sharpens its focus on high-net-worth individuals.
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Meeting a Growing Industry Challenge
As many RIAs concentrate their resources on high-net-worth (HNW) and mass affluent clients, smaller accounts often receive less attention or are transitioned out of the core service model. This shift, while boosting operational efficiency and profitability for larger firms, leaves a gap in service for clients with more modest portfolio. Mikhael Paul Wealth Management, a advisory firm based out of NYC, is stepping in to bridge this gap by partnering with established RIAs to take on and serve these clients with tailored financial planning and digital tools.
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“Our mission is to ensure every investor, regardless of account size, receives the guidance and care they deserve,” said Mikhael Paul, Founder and Principal. “By working with established RIAs, we’re able to provide a seamless transition for clients and allow our partners to focus on their core business, knowing their smaller clients are in good hands.”
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Partnership Structure and Advisor Benefits
The new partnership model offers established RIAs several key benefits:
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Operational Efficiency: Offloading smaller accounts frees up resources and reduces administrative and compliance burdens, allowing advisors to focus on their primary client base.
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Ongoing Revenue: Advisors can receive referral fees, revenue sharing, or profit-sharing from the accounts transitioned to Mikhael Paul Wealth Management.
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Client Care Continuity: Clients receive dedicated service and personalized onboarding, maintaining the referring advisor’s reputation for comprehensive care.
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Non-Solicit Assurance: Written guarantees ensure that high-net-worth and core clients remain protected.
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The partnership is structured to be flexible, allowing for revenue-sharing arrangements for the referring firm.
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Compliance and Seamless Transitions
Mikhael Paul Wealth Management emphasizes regulatory compliance at every step. All partnership agreements are formalized in writing and include the delivery of required disclosure documents, such as Form ADV and solicitor disclosures, to clients. The firm coordinates closely with partner RIAs’ compliance teams to ensure all SEC, FINRA, and state-level requirements are met.
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A robust onboarding process ensures that clients experience a smooth transition, with clear communication and ongoing support. Digital tools and personalized financial planning resources are provided to help smaller clients achieve their goals.
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Next Steps for Interested Advisors
​Advisors interested in partnering with Mikhael Paul Wealth Management are invited to schedule an introductory call to discuss goals and preferred partnership structures. The process includes due diligence, finalizing a compliant agreement, collaborative transition planning, and seamless implementation.
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Setting a New Standard in Client Service
This initiative positions Mikhael Paul Wealth Management as a leader in inclusive advisory services, ensuring that all clients—regardless of account size—have access to quality financial guidance. The firm’s innovative partnership model allows established RIAs to optimize their practices while maintaining client goodwill and unlocking new revenue streams.
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For more information about partnership opportunities, advisors can contact Mikhael Paul Wealth Management directly.
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This article is based on information provided by Mikhael Paul Wealth Management and reflects current trends in RIA partnership models and client service strategies