Patricia Breeze
Patricia Breeze is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 23 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Patricia is the managing member of Breeze Financial LLC, an insurance and employee benefits company, dedicating about a quarter of her time to it. She also co-owns Breeze Rentals with her husband, manages Investment Endeavors LLC, and is a board member of the Center for Women, Children, and Families, providing insurance solutions for the nonprofit.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Seacure Advisors LLC
Cssc Investment Advisory Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.