UHY Wealth Management provides ongoing investment advice based on individual client needs. They create and manage portfolios based on a client's personal investment policy, considering their goals, risk tolerance, and financial situation. UHY also offers pension consulting services to employee benefit plans, advising on investment options and plan structure. UHY does not participate in wrap fee programs.
Assets Under Management$100M
Clients89
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
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% |
UHY retains discretion to negotiate alternative fees, including fixed or hourly fees, on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...