Elizabeth
Bertelsen
Accurate Wealth Management, LLC
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About this Advisor
Elizabeth Bertelsen is a financial advisor operating out of Sarasota, Florida with 4 years of industry experience. Bertelsen works at Accurate Wealth Management, LLC. During their career, the advisor has held roles at Global Financial Private Capital, LLC, Raymond James & Associates, Inc, Gf Investment Services, LLC, Accurate Wealth Management, LLC and Intervest International Equities Corp. Bertelsen has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Accurate Wealth Management, LLC is a company operating out of Wesley Chapel, FL. The investment advisory business has offices in 10 locations and a total of 38 advisors. It oversees $473 million in assets between its 2,992 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,992 client accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by Accurate Wealth Management, LLC most likely consist of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$473,420,186
38
2,992
$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Elizabeth Bertelsen Work History
Elizabeth has been registered as a financial advisor for 4 years.*
Accurate Wealth Management, LLC
Intervest International Equities Corp
Global Financial Private Capital, LLC
Gf Investment Services, LLC
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Bertelsen 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
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
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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