Accurate Wealth Management, LLC

CRD#298137
Investment Advisor Firm

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Overview

Accurate Wealth Management, LLC is a financial advisory company headquartered in Wesley Chapel, Florida. Accurate Wealth Management, LLC controls $473.4 million in total assets across 2,992 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small team, including 28 financial advisors. Accurate Wealth Management, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, equities and options.

Accurate Wealth Management, LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without requiring client permission. The firm's average account size is $158,229. The average advisor at Accurate Wealth Management, LLC administers around 107 client accounts.

Accurate Wealth Management, LLC's headquarters is located at 2211 Ashley Oaks Circle, Wesley Chapel, Florida 33544. The firm is registered to provide services to investors across 26 U.S. states and territories.

Assets Under Management

$473.4 million

Number of Advisors

28

Disclosures

No

Office Location

2211 Ashley Oaks Circle
Wesley Chapel, FL 33544

Accurate Wealth Management, LLC by the Numbers

Total Assets Under Management

$473.4 million

National Average: $8.6 billion
Total Number of Employees

38

National Average: 64
Total Number of Accounts

2,992

National Average: 375,227
Average Account Size

$158.2 thousand

National Average: $23.0 thousand
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Products and Services

Accurate Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, Accurate Wealth Management, LLC provided 1-10 of its accounts with financial planning services. It does not sell products or offer services apart from investment advisory services to its investment advisory customers. Accurate Wealth Management, LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and insurance company or agency.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial advisory fees usually vary depending on which services are offered. Fees billed by the firm most likely consist of the following fee structures: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Accurate Wealth Management, LLC.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to retail investors, high net worth investors and corporations. Out of its 2,992 accounts, Accurate Wealth Management, LLC's largest client type by number of accounts is retail investors, though it also caters to 146 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 4.89%
  • Other Individuals - 94.21%
  • Corporations - 0.9%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Accurate Wealth Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Accurate Wealth Management, LLC

Nathaniel Adams
Wesley Chapel, FL
David Goldin
Wesley Chapel, FL
Brian George
Wesley Chapel, FL
Michael Sinicola
Wesley Chapel, FL
Carolyn Howard
Sarasota, FL
Jonathan Howard
Wesley Chapel, FL
James Ball
Wesley Chapel, FL
Brian Greco
Wesley Chapel, FL
Elizabeth Bertelsen
Sarasota, FL

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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