Accurate Wealth Management, LLC
Assets Under Management
$1.1B
Number of Clients
2,989
Number of Advisors
48
Average Client AUM
$384K
AUM per Advisor
$23.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Accurate Wealth Management, LLC offers financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, retirement, and education funding. Portfolio management is discretionary and tailored to client objectives, using mutual funds, equities, bonds, ETFs, and alternative investments. The firm also provides educational services to other investment advisors.
Fee Structure
The maximum annual fee for asset management is 2.50%, billed quarterly in advance, and is 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. There is no stated minimum account size.
Areas of Practice
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544