Michael Uehlein is a registered investment advisor at Wealthu Advisors LLC, based in Enola, PA, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $440K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is blended resulting in a combined weighted fee.
Fee Estimator
Location
Enola, PA
Get directionsHistory
Regulatory History (1)
Regulatory
January 2024Other Business Activities
Michael is employed as an Associate Vice President with Summit Advisory, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wealthu Advisors LLC
Previous Registrations
Pruco Securities, LLC.Broker
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.