Elizabeth C Bertelsen

Accurate Wealth Management, LLC

31 Years of Experience

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Firm Information

Accurate Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

48 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$384K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:None

Financial Plan Fee:$1,000 - $100,000

Hourly Rate:$250/hr

The maximum annual fee for asset management is 2.50%, billed quarterly in advance and negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. Clients may terminate their agreement with ten days written notice and receive a prorated refund.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth

Advisor Information

Office location

783 S. Orange Ave., 205, Sarasota, FL, 34239

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2014

Denied

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Other Business ActivitiesSells Insurance

Elizabeth is an artist selling fused glass, paintings, and jewelry, dedicating about 10-20% of her time. She also sells insurance fixed annuities through Bertelsen Asset Management, LLC, and is an insurance agent and advisor with Accurate Wealth Management, spending a significant amount of time on these activities.