Kevin Stempin
Kevin Stempin is a registered investment advisor at Uhy Wealth Management RIA LLC, based in Sterling Heights, MI, with 27 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
12900 Hall Road, Suite 415, Sterling Heights, MI, 48313
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Uhy Wealth Management RIA LLC
Previous Registrations
John Hancock Distributors LLCBroker
Ing Financial Advisers, LLCBroker
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.
Exams
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