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Firm Information
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.
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
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Advisor Information
Office location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Accurate Wealth Management, LLC
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.