Daniel
Markese
Accurate Wealth Management, LLC
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About this Advisor
Daniel Markese is a financial advisor based in Wesley Chapel, Florida, working with Accurate Wealth Management, LLC. Daniel has previously held positions at Accurate Advisory Group, Global Financial Private Capital, LLC, Truadvice, LLC Dba Accurate Advisory Group, and Accurate Wealth Management, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Accurate Wealth Management, LLC, which operates out of Wesley Chapel, Florida. The firm has 10 offices and 38 employees. The firm manages assets totaling $780.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Accurate Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$780,485,662
38
3,855
$202,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Markese Work History
Truadvice, LLC Dba Accurate Advisory Group
Accurate Wealth Management, LLC
Accurate Advisory Group
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Daniel Markese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accurate Wealth Management, LLC
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
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