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Updated September 28, 2026. Quick answer: UHY Wealth Management RIA discloses a tiered schedule starting at 1.50% in its Form ADV Part 2A (February 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Steward Partners Investment Advisory Fees (2026) and Stifel Nicolaus Fees (2026).
More on this firm: UHY Wealth Management RIA Review.
The published numbers
From the Form ADV Part 2A (February 2026): “typically charged as a percentage of assets under management, according to the following schedule: 1.50% $500,000 or less 1.25% $500,001-$1,000,000 1.10% $1,000,001-$1,500,000 1.00% $1,500,001-$3,000,000 0.90% Over $3,000,000”
Note: CRD 317608 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The legal entity is UHY Wealth Management RIA LLC of Farmington Hills, Michigan, a separate registrant from other UHY-branded entities. It reports about $102.6 million in regulatory assets under management, so it is a small firm, and its SEC registration is recent. The priced figure is the wealth management schedule, which the brochure lists as applying to individuals, including high net worth individuals, among other client types.
- $0-$500,000: 1.50%
- $500,001-$1,000,000: 1.25%
- $1,000,001-$1,500,000: 1.10%
- $1,500,001-$3,000,000: 1.00%
- $3,000,001 and above: 0.90%
The priced figure is the wealth management advisory fee only. The brochure says clients are responsible for all expenses of investing their accounts, including transaction and brokerage fees, custodial and account maintenance fees, fund and ETF expenses, fees charged by third-party managers and an allocable portion of the fees and expenses of the third-party platform the firm uses to run operations, administration and reporting. Fees paid to the firm are described as separate and distinct from the fees and expenses charged by mutual funds, ETFs and private funds.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $13,750 | 1.38% |
| $2,000,000 | $24,250 | 1.21% |
The brochure lists five bands by account value but does not say whether the rates stack or apply to the whole balance, so each balance is priced with the rates stacking by band, the usual reading for a schedule of this shape. Under that reading $500,000 costs 1.50% on the whole amount, and $1,000,000 costs 1.50% on the first $500,000 and 1.25% on the next $500,000. The brochure discloses no minimum annual fee and no minimum account size, so no floor applies. The firm may negotiate alternative fixed, hourly or other fees client by client, so the schedule is a published standard and not a guaranteed charge. The separate pension consulting schedule is not used.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, UHY Wealth Management RIA’s own published rate runs $7,500 a year.
Comparing UHY Wealth Management RIA against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (February 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012514
- SEC Investment Adviser Public Disclosure, UHY Wealth Management RIA LLC (CRD #317608): https://adviserinfo.sec.gov/firm/summary/317608
- UHY Wealth Management RIA LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/317608/PDF/317608.pdf
Methodology. This page was built September 28, 2026, drawing on UHY Wealth Management RIA’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.