Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an insurance agent selling FIA and life insurance since 2019, dedicating about 10-20% of his time to this activity. He also works as an insurance agent and IAR for Accurate Wealth Management, providing investment advice, financial planning services, and selling insurance/annuity products, which takes nearly full-time hours.