Derek Allen Wilkes

Accurate Wealth Management, LLC

17 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth

Advisor Information

Office location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

Get directions

Regulatory History

Clean regulatory record

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.